The Analyst
Global Markets
The Asian LNG market is diversifying
The LNG market is developing on more fragmented lines than the oil market, with a range of contenders for price benchmarks emerging in Asia.
18 October 2017
Supply & Demand
Asian demand leads coal rally
While coal faces challenges, the recent price rally suggests demand remains resilient in Asia.
19 October 2016
Policy & Regulation
Saudi Arabia adds its weight to the drive for CCS
Saudi Arabia’s energy minister says the kingdom remains committed to a plan to develop large-scale carbon capture and storage.
12 October 2016
Exploration & Production
Costs may constrain transatlantic ethane trade
Transatlantic ethane shipments look set to grow, but shipping and plant constraints may limit the petrochemical feedstock’s market share.
5 October 2016
Policy & Regulation
Iran’s tough stand reflects investment ambitions
Iran’s forthright rejection of proposals to freeze oil production reflects its ambitious investment plans for its oil and gas sector now that sanctions against the country have been largely removed.
28 September 2016
Supply & Demand
Syria ceasefire a glimmer of hope for oil and gas
Syria’s failed ceasefire has at least planted a seed for discussing the eventual rehabilitation of the country’s tottering oil and gas sector.
21 September 2016
Supply & Demand
OPEC and IEA say prices will stay lower for longer
The latest market outlooks from oil producing and consuming organisations suggest a significant recovery in oil and gas prices may not happen until 2018.
14 September 2016
Pipelines, Storage & Power
Energy storage may be a Black Swan for gas demand
Energy storage is becoming increasingly competitive, and if this development continues it could have significant consequences for gas.
7 September 2016
Exploration & Production
US oil and gas production to decline in year ahead
A decline in US oil and gas production will tighten the market this winter, but the trend could reverse towards the end of next year as rig counts are improving.
10 August 2016
Exploration & Production
Statoil’s pre-salt deal will boost role of IOCs in Brazil
Statoil’s purchase of a majority stake in the BM-S-8 block offshore Brazil is a pivotal moment for IOCs’ ambitions to acquire a piece of the country’s pre-salt acreage.
3 August 2016
Companies & Finance
Gloomy Q2 results expected for oil and gas majors
The release of Q2 results by major oil and gas companies will offer insight into how they are coping with the current low price environment.
27 July 2016
Global Markets
Turkish coup could have far-reaching impact
The coup attempt in Turkey had little effect on the flow of oil and gas through the country, but the long-term consequences of political instability could be profound.
20 July 2016
Global Markets
South China Sea ruling risks escalating dispute
The Permanent Court of Arbitration in The Hague upheld the Philippines’ claims in the South China Sea this week, escalating tensions in the region.
13 July 2016
LNG
Panama transit could speed LNG market integration
The expansion of the Panama Canal could accelerate the development of benchmarks for LNG sold into Asia.
6 July 2016
Global Markets
Market volatility will increase on EU uncertainty
The UK’s referendum on exiting the EU has turned the markets volatile, leaving traders facing risks on the oil price, UK-Continental gas spreads and macroeconomics.
29 June 2016
Supply & Demand
Russian economic forum puts focus on Europe
While discussions on supplying Russian gas to Asia continue, Moscow remains focused on northwest Europe as the key market for its gas – despite its geopolitical tensions with the EU.
22 June 2016
Policy & Regulation
China leads on renewables, but gas is power mainstay
Recent data suggests a pattern of rapid growth in renewables in China continued in 2015, supported by a switch away from coal towards gas and LNG.
15 June 2016
Global Markets
Risk of oil price spike may benefit gas
GGA Chief Energy Analyst Peter Stewart spoke at the IEA last week on the interaction between oil and gas prices. These are the main points of his speech to the standing committee on oil markets.
8 June 2016
Global Markets
OPEC freeze unlikely with oil above $50/bbl
With oil prices at around $50/bbl, the prospect of OPEC capping production levels at its June meeting is looking increasingly remote.
3 June 2016
Companies & Finance
Upstream cuts create potential for supply shock
Oil and gas companies are finding it increasingly difficult to obtain finance for upstream projects, but a lack of investment now could spell a supply shock later.
25 May 2016
Global Markets
Saudi market share drive intact despite change at top
Saudi Arabia is continuing to pump at full throttle, and the appointment of a new oil minister is unlikely to reverse the kingdom’s policy any time soon.
18 May 2016About 67 article(s)