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.
While the NE Asian LNG market continues to wait for the proper onset of winter, some wintery weather in North America led to high volatility at Henry Hub. Jan-19 Henry Hub closed Thursday up by some 0.5 $/mmbtu w/w at 4.1 $/mmbtu, but this is still low-priced gas in the global context. Even accou..
We are delighted to present our new North America Monthly, which provides a brief outlook for the North American gas market.This withdrawal season we expect LNG exports out of the US to increase by 2.7 Mt y/y to 10.7 Mt, resulting in a by 1.4 bcf/d (40 mcm/d) y/y rise in feedgas demand. Both numb..
A change in weather forecasts in mid-November altered expectations for the second half of this month, with Europe promised its first taste of colder than normal winter weather. The first half of November was mild, contributing to y/y demand reductions in res-com, so storage inventories improved...
Please note that users licensed for the data service can access our South Korean gas balances, power by source and nuclear outages data.Both South Korean res-com and power sector gas demand were stronger y/y in October, but LNG imports were a considerable 1.0 Mt (37%) higher y/y at 3.8 Mt, helpin..
A narrowing of the JKM-TTF spread in recent months has led to a six-year high in European LNG imports—5.5 bcm in October (+1.5 bcm y/y)—and there are no signs of any let up in November. The markets of Northeast Asia purchased all their LNG needs for a seasonally normal winter during the summer, w..