Trick or trade
By downloading this report, you'll discover:
- The impact of Russian export risks, OPEC+ policy uncertainty, and shifting Asian crude demand on global oil balances and pricing.
- Recent US and European product market disruptions, including refinery outages and evolving trade flows, and their effects on gasoline and diesel spreads.
- The outlook for natural gas and LNG markets, with a focus on
European storage,
Asian demand recovery, and
US LNG feedgas growth.
- Key
geopolitical and
macroeconomic developments shaping energy markets, from US–China trade policy to potential US military action in Venezuela.
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Recent insights
Previously released for Energy Aspects subscribers, EA Founder and Director of Market Intelligence Dr Amrita Sen sits down with John Normand, Head of Investment Strategy at AustralianSuper. They discuss: John does not expect a US recession, rather he sees a compression story where RoR of investing in the US is more comparable to other countries. Fund continuing to diversify away from Australian assets, inherently exposed to China; John believes China is going through one of the world's most significant growth compressions in last 50 years. Without government intervention to actively buy the excess properties in the market, there is no case to be overweight China structurally. John still believes risk assets will outperform safe havens, but by less than previously as earnings growth will no longer be above trend. A ceiling on growth also constrains multiples. Energy transition a key topic in the fund; Amrita notes clear headwinds for Chinese growth, but another supercycle cannot be ruled out given weak upstream/downstream investment. Podcast recorded on 11 June 2025.
Explore our Energy 360 Market Insight analysing the drivers of global energy market volatility, oil, gas, and refined products outlook into 2026.
What was covered in the webinar: An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.
