Natural gas

Energy Aspects offers coverage of the North American, European, and global LNG markets. Our North America service looks at the Henry Hub and other key regional markets. Coverage in Europe focuses on all of the main gas hubs, including the NBP and TTF. Trevor Sikorski leads the gas team from London and Nina Fahy heads up our North American coverage from New York.

Outlook

The growing LNG trade is altering regional gas dynamics and creating an increasingly global natural gas market. The report tracks all major features from large LNG terminals and projects through to pricing. With detailed data on the volume and destination of LNG trade flows, as well as a deep dive on a current topic, it provides a comprehensive insight into the importance of LNG for different countries and regions.

 

 

Fundamentals

This monthly report is a reference for all important global LNG data. The publication brings together all of the data releases published over the last month by the key supply and demand countries in the market. Coverage includes data from Japan, South Korea, China, India, Latin America, Europe and North America.

 

 

 

Insight

The monthly Insight looks at some of the most topical issues and talking points in the market and covers these in greater analytical depth, drawing out their key implications for the traded markets. The topics are wide ranging and include seasonal outlooks, geopolitical issues, supply developments and the impact from specific policy measures. Examples are analysis of China’s demand side, India’s gas market, and what export projects will advance in the future.

 

 

Data review

Data reviews explore the fundamental supply and demand data by country or region. Each report consists of a short commentary and provides easy to navigate table summaries along with key charts.

 

  

 

E-mail alerts

E-mail alerts offer a short summary of important developments as they happen, together with any effect on the market. Alerts cover each of the three product categories (Europe, North America and LNG) along with broader globally relevant headlines. Example topics include supply outages, key demand indicators, and regulatory decisions, such as US LNG terminal approvals.

Panorama

The weekly Panorama report provides a near-term outlook for North American gas markets in the coming weeks. It includes a sample of pipeline flow data across key shale plays, US production, and trade flows, and demand data covering residential-commercial, power, industrial and pipeline flows into LNG export facilities. The report also reviews expected changes in gas storage, and what is happening with balances and prices in key North American hubs. The report also provides topical analysis of key short-term issues that stand to have a significant impact on the North American gas market.

  

Outlook

The North American natural gas market is undergoing a revolution with the growth of shale gas production. Our monthly Outlook: North America covers topical points. It explores the changing supply landscape and the regional demand picture, offering insight into the Henry Hub and other key regional markets. On the supply side, we cover both conventional and shale production, Canadian net imports, and storage. On demand, we include power generation, residential, commercial and industrial use, pipeline feed for LNG exports and trade with Mexico.

 

  

Lower 48 storage update

This weekly storage update contains our final forecasts of lower 48 stock levels for the EIA storage report, as well as a summary of key supply and demand changes. Easy-to-use tables summarize key flow data for our balances.

  

 

   

 

Data reviews

Data reviews explore our outlook for upcoming supply and demand fundamentals for the Mexican and Canadian markets. Each report consists of a detailed commentary on key trends and market events, as well as our fundamentals forecast. The data reviews provide easy-to-navigate table summaries of historical and forecast data by sector, along with key charts.

 

 

 

E-mail alerts

E-mail alerts provide rapid insights into how market events, news headlines and policy developments will influence gas markets and prices. E-mail alerts offer a short summary of the event as it happens, together with any implications for balances and our market outlook.

 

Rig report

Released on Fridays after Baker Hughes updates its rig count estimates, this report provides an overview of oil and gas rig counts in key areas that contribute to gas supply.

 

 

 

 

Insight

The Insight looks at some of the most topical issues and talking points in the market and covers these in greater analytical depth, drawing out their key implications for the traded markets. The topics are wide ranging and can cover everything from the impacts of new infrastructure, seasonal outlooks, to supply developments and the effects of specific policy measures. Examples include in-depth outlooks for Permian and Haynesville shales and the impact of EPA policy making.

 

 

Panorama

The weekly Panorama report provides the outlook for European gas markets in the coming week. The report provides a detailed summary of what happened in the gas market in the week before, looking at the main flows of gas from the key supply and demand sources, the weekly developments on gas storage, and what is happening to the key hub prices. The weekly provides our view for the coming week on the key metrics of supply, demand and storage, as well as our expectations for price developments.

 

Outlook

Europe is a complex natural gas market. This monthly publication combines market commentary with supply and demand balances, information on maintenance, power plant status and weather forecasts. The report provides price forecasts for the NBP and continental gas markets (TTF, Zeebrugge and NCG) and analysis of European supply and demand balances. The report also offers commentary on current topics influencing the European markets.

  

Fundamentals

The monthly Fundamentals report analyses the data published over the month by the main European countries such as the UK, Germany, France, Spain, Italy, Norway and Holland. It provides an overview of supply, storage and demand for all of these countries together with views on balances going forward.

 

 

Insight

The Insight looks at some of the most topical issues and talking points in the market and covers these in greater analytical depth, drawing out their key implications for the traded markets. The topics are wide ranging and can cover everything from seasonal outlooks, to geopolitical issues, supply developments and the impacts of specific policy measures. Examples include the summer and winter outlooks, the impact of Norwegian maintenance, the recent uptick in UKCS production and the impact of the Russia-Ukraine crisis on Europe’s gas markets.

 

Data review

Data reviews explore the fundamental supply and demand data by country or region. Each report consists of a short commentary and provides easy to navigate table summaries along with key charts.

 

  

 

E-mail alerts

E-mail alerts offer a short summary of important developments as they happen, together with any effect on the market. Alerts cover each of the three product categories (Europe, North America and LNG) along with broader globally relevant headlines. Example topics include supply outages, key demand indicators, and regulatory decisions, such as US LNG terminal approvals.

In Focus

In Focus pieces explore an individual topic in detail, comprehensively examining its implications for the market. In Focus reports contain analysis and data on the topic and forecast how a trend will develop. Examples include detailed analysis of global shale gas potential, the impact of demand switching from oil and coal to gas, or the prospects for gas demand growth in important emerging markets.