Natural gas market analysis image

Natural gas market analysis

Energy Aspects offers coverage of the global natural gas markets, led by Trevor Sikorski in London. The service provides insight into the North American (Henry Hub and basis), European (NBP, TTF, Zeebrugge and NCG), and global LNG markets.

JKM to strengthen on Korea power cover

Global LNG - 3 days ago

JKM to strengthen on Korea power

Panorama reports provide weekly analysis and views on global gas markets.

Please note that users licensed for the data service can access LNG freight rates by clicking here.We think that there is scope for JKM contracts for winter delivery to strengthen relative to the TTF. This is because of the possibility that South Korea may halt a substantial share of its coal-fir..

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North America - 1 day ago

Tank wars

Tank wars cover
Today’s report (week ended 13 Sep): EIA net change: +84 bcf, EA: +79 bcfOur miss versus the EIA print may point to somewhat weaker than e..

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Europe - 4 days ago

Triple threat?

Triple threat? cover
European gas prices jumped last week on three issues that could potentially tighten the winter supply-demand balance, and we expect price..

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Global LNG - 3 weeks ago

Winter lock-in?

Winter lock-in? cover
With summer effectively over for the LNG market, the focus on the market is turning to winter. The global gas market is still in the grip..

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North America - 1 month ago

Flirting with 3.7+ tcf

Flirting with 3.7+ tcf cover
Supply US gas production is still surging despite a considerable slowing in permitting activity in Appalachia and Haynesville. June outpu..

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Europe - 1 week ago

Winter Outlook

Winter Outlook cover
The EU gas market looked like it had been heading into the winter gas season with balances weak and TTF day-ahead gas prices trading way..

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North America - 1 month ago

Q2 19 results—Risk in the year ahead

Q2 19 results—Risk in the year ahead cover
Earnings calls by US gas producers for Q2 19 results pointed to rising gas output for the quarter, but also flashed warning signs of decl..

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