Trevor Sikorski is the Head of Natural Gas and Carbon Research at Energy Aspects. Trevor has been analysing European energy and environmental markets for more than 15 years, having held senior analytical research roles with Barclays Capital, Point Carbon, Global Insight and PwC. He has an in-depth understanding of the global markets for generation fuels and carbon, including their fundamentals, trading behaviours, and complex interactions. In 2010, he was named the top carbon market analyst by Environmental Finance magazine and was in Commodity Magazine’s commodities research team of the year in 2011. Trevor is frequently featured in leading media outlets, including the Financial Times, BBC News, Reuters, Bloomberg, CNBC, Wall Street Journal, and Sky News.
Next week's edition of Panorama will be published on Tuesday 29 May, owing to the UK bank holiday.A combination of low demand and high supply, aided by strong Norwegian and Russian flows last week, helped narrow the y/y European storage gap to 3.2 bcm, with last week’s build some 0.16 bcm h..
Next week's edition of Carbon weekly will be published on Tuesday 29 May, owing to the UK bank holiday.After hanging out over April and the first week of May in the 13-14 €/t range, the last two weeks put the EUA market back on its upward trajectory. The market closed at 15.25 €/t on Friday, up b..
Gas producers are basking in the glow of prices that make the economics of producing LNG look much more attractive than during the past two years. In recent weeks, Asian LNG prices have persisted above 8 $/mmbtu for summer delivery and 10 $/mmbtu for winter delivery.There has been a resurgence of..
The JKM LNG curve continued its uptrend this week, with NE Asian contracts up on strong demand, news of a three-month delay for LNG exports from the Ichthys project, and gains at the TTF, with rising coal and carbon markets continuing to drive up European prices. The JKM-TTF spreads for contracts..
South Korean LNG imports rose by 0.85 Mt (37%) y/y to 3.17 Mt in April, the third consecutive month to see a sharp y/y increase, owing to ongoing record-high nuclear outages (+5 GW y/y) supporting power sector gas burn. The same trends should carry through May but are starting to weaken, with nuc..