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.
The EUA super bull run of 2018 shows no signs of slowing down despite the odd high-volatility pricing event. Prices in late September were above 22 €/t, having started the year around 7 €/t. The high sustained carbon prices are supporting related markets, with TTF winter-delivery gas pr..
Countries in the Middle East and North Africa (MENA) imported 1.35 Mt of LNG in August, lower y/y by 0.34 Mt. Rising production in Egypt, and to a lesser extent Kuwait, continues to put structural downward pressure on total imports even during the peak of summer. A slight decline in MENA LNG expo..
Users licensed for the data service can access our China gas balances and gas imports data.Chinese gas imports surged again in August, reaching 7.7 Mt (+2,04 Mt y/y, 36%), as two new regas terminals received commissioning cargoes, and industrial demand continued to support gas consumption. LNG ta..
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-September, the highest closing price in a decade. The root causes of the rally are likely to stay around for a while, with both the stubborn y/y storage deficit and t..