Wildervank station, Groningen gas field, Netherlands. (Skitterphoto) Global Markets

Gas trading slowdown may hit TTF

Gas trading on the Dutch TTF has been resilient as the prospect of Brexit causes volumes to move from the UK to the Continent. But this picture may be about to change.

By Peter Stewart 10 May 2017
The US has seen a 17.5% increase in coal production so far this year. (PA) Global Markets

Coal is main beneficiary of Trump deregulation

While the revival of fossil fuel production in the United States has coincided with Donald Trump’s presidency, there is little evidence it has been driven by it.

3 May 2017
Electricity pylons in the UK. Theresa May's government will struggle to reduce carbon emissions if it introduces a domestic energy price cap. (National Grid) Policy & Regulation

UK energy price cap will be a tricky balancing act

The UK government has pledged to cap domestic energy prices, but it will struggle to protect consumers while encouraging investment in low-carbon generation.

26 April 2017
A Canadian oilsands refinery. OPEC production cuts and global political issues mean the supply of oil is starting to tighten. (Nexen) Global Markets

The oil and gas risk premium is back

After nearly three years in which geopolitical tensions have barely affected the pulse of the market, the last few weeks have seen a risk premium being built into the oil price. If this trend continues, it will have the potential to boost LNG prices.

19 April 2017
An oil rig in the Permian Basin. US production is offsetting OPEC cuts. (Devon Energy) Exploration & Production

OPEC should be worried about dollar strength

US oil production and the strength of the dollar could prove a double whammy for OPEC when the oil producers group meets in May.

5 April 2017
Thierry Bros, senior research fellow at the OIES, speaking at Interfax’s seminar. (Interfax) Supply & Demand

Brexit may harm UK energy security

UK gas supplies may be less secure when the country leaves the EU, Interfax Chief Energy Analyst Peter Stewart told a seminar at the Brussels Press Club hosted by Interfax on Wednesday.

29 March 2017
The IEA report says that, by 2050, seven out of 10 new cars will need to be electric. (Tesla) Supply & Demand

IEA at odds with industry consensus on EV growth

Divergent forecasts of fossil fuel demand over the next 20-30 years reflect sharply different perceptions of how many electric cars will be on the roads.

22 March 2017
Drilling for oil in the Permian Basin. (Devon Energy) Exploration & Production

Permian drives US oil and gas production growth

The Permian Basin is at the epicentre of oil and gas production growth in the US, accounting for nearly half the wells drilled in the country this year.

15 March 2017
A young girl cooking a meal in Lahore, 1979.  (UN) Global Markets

Gender may drive future gas demand growth

Women will account for a rising share of world primary energy use by 2050, and will be key to gas and power demand growth in Africa and other emerging markets.

8 March 2017
Cameron LNG plant. The US will become a leading exporter of both gas and liquids. (Sempra LNG) Exploration & Production

US ratcheting up exports of crude oil and NGLs

US NGL and crude oil exports may have an even bigger impact on global markets than US LNG, Interfax Chief Energy Analyst Peter Stewart told an LPG conference in London this week.

2 March 2017
A Tesla utility-scale battery block. The efficiency of energy storage has improved exponentially in recent years.  (Tesla) Pipelines, Storage & Power

Gas and renewables: Back to the future?

Interfax Global Gas Analytics Chief Energy Analyst Peter Stewart spoke at an investment conference in London this week on the interface between gas and renewables, and what it means for energy demand.

22 February 2017
President Trump (left) and former national security adviser Michael Flynn (middle). (PA) Policy & Regulation

US energy strategy may affect oil and gas trade flows

Three strands of US president Donald Trump’s evolving energy strategy have potential implications for the oil and gas market.

15 February 2017
The Brigg gas-fired power station. Gas took the biggest share in the UK's recent capacity auction. (Centrica) Pipelines, Storage & Power

Gas and coal are winners in UK capacity auction

Fossil fuels could provide as much as two-thirds of the UK’s power next winter during periods when renewables fall short, if the provisional results of a UK capacity auction concluded earlier this month are confirmed.

8 February 2017
A gas trading floor in Houston, Texas. Evidence suggests traders are expecting prices to recover this year. (BP plc) Global Markets

Futures traders appear to bet on higher oil, gas prices

Although the evidence is still tentative, weekly data from the CFTC suggests oil and gas traders are betting on a price rebound in 2017.

1 February 2017
GGA's poll of price forecasts reveals a clear trend. (Microsoft) Global Markets

Forecasts poll suggests gas will lag gains in oil price

The latest GGA poll of analyst forecasts suggests oil prices will stage a strong recovery, but the rebound in gas prices will be modest. If this happens, hub-linked gas pricing will be substantially more attractive than oil indexation.

18 January 2017
A sustained recovery in oil prices will be hampered by the strength of the United States dollar. (SXC) Global Markets

Oil price recovery: slow train coming

Oil and gas prices have risen since OPEC’s decision to cut production, but recent strength in the US dollar means a recovery will take time.

11 January 2017
Russian Energy Minister Alexander Novak (left) and his Saudi counterpart, Khalid Al-Falih, after the meeting on 10 December. (PA) Supply & Demand

Gas markets may diverge from crude in 2017

A recovery in oil prices will help underpin gas prices in 2017, but the price of the fuels is likely to diverge.

14 December 2016
An Anadarko drilling rig in the Eagle Ford shale play. (Anadarko) Exploration & Production

OPEC decision will boost US production

OPEC’s decision to cut production in the first half of 2017 marks an end to Saudi Arabia’s two-year experiment with unrestrained output. Ironically, shale production in the US looks set to benefit.

7 December 2016
Sinopec's LNG terminal in Beihai, Guangxi. China could become the world’s largest importer of the fuel by 2025. (Sinopec) Supply & Demand

China on way to being second-largest LNG importer

Interfax’s Chief Energy Analyst Peter Stewart spoke at the International LNG Congress in Hamburg this week on the outlook for Chinese gas demand and LNG import growth.

30 November 2016
Supporters of US President-elect Donald Trump applauding his pro-fossil-fuel stance at a campaign rally earlier this year. (PA) Policy & Regulation

OPEC to debate cuts but market share still an issue

Next week, OPEC will hold its first ministerial meeting since Donald Trump was elected as the next president of the United States.

23 November 2016
Offshore Resolute jack-up rig offshore Bangladesh. The country is facing a crisis in gas supply. (Seadrill) Exploration & Production

Bangladesh climate plan gives mixed message for gas

Bangladesh urgently needs to solve its gas and power supply problems, but its plans to reduce emissions under the Paris agreement appear to prioritise coal over gas.

16 November 2016

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