Natural gas
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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), European (NBP, TTF, Zeebrugge and NCG), and global LNG markets.

Trumped cover

Global LNG - 1 month ago

Trumped

The JKM-TTF price spreads narrowed over July but are still up at 3-4 $/mmbtu for the coming winter month contracts. At those levels, JKM prices are pulling spot cargoes—including from the US, West Africa and reloads from Europe—to the NE Asian market, leaving few spare cargoes for Eur..

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North America - 1 month ago

Is it enough?

Is it enough? cover

Please note that we will not publish an August edition of North America Outlook. The monthly schedule will resume as normal in September...

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Europe - 1 day ago

Bulls on parade

Bulls on parade cover

We are on the cusp of the gas winter and the TTF M+1 contract has been surging upwards, with Q1-19 closing above 29.0 €/MWh by mid-Septem..

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Global LNG - 3 weeks ago

Fundamentals

Fundamentals cover

The heatwave that swept across Asia in July lifted LNG imports that month. Subsequent restocking efforts should continue to support port..

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Europe - 4 days ago

Fundamentals

Fundamentals cover

Hot weather supported aggregate power demand across Europe last month. Power sector gas demand in Northwest Europe then found support fro..

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North America - 1 day ago

Winter outlook: deliverability vs availability

Winter outlook: deliverability vs availability cover

The theme for this upcoming heating season’s cash market will be deliverability vs availability. The market has long been complacen..

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Europe - 6 days ago

Winter outlook: All that bullish?

Winter outlook: All that bullish? cover

Europe is heading into the heating season in a bullish mood, with a combination of low storage levels and high prices in the generation c..

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