global commodity markets

How FSRU’s are impacting LNG market evolution | 09 Jul, 2018

Floating Storage and Regasification Units (FSRU) combine the key elements of an LNG vessel and regas terminal in a single unit. This can significantly ...

LNG supply next wave: the challengers | 25 Jun, 2018

We set out the prospects of the ‘Top 5’ LNG producers club last week. Amongst these, Qatar is the only ‘sure bet’ contributor to the next wave ...

Next LNG supply wave: the 5 major players | 18 Jun, 2018

The current wave of new LNG supply consists of more than 150 mtpa of committed liquefaction projections coming online between 2015 and 2022. But consi ...

LNG oversupply setting up 2020s squeeze | 14 May, 2018

‘There is an LNG glut’. ‘No, the market is tight’. Two tribes have emerged within the LNG market and their views are polar. The glut tribe ...

Will LNG bunkering transform the LNG market? | 12 Mar, 2018

Tightening emissions standards are supporting structural growth in the uptake of LNG as a shipping fuel.  Europe has led this transition, dominating ...

Deconstructing LNG shipping costs | 26 Feb, 2018

Shipping costs seems like a relatively obscure topic.  Yet one of the most popular articles in our blog archive is a 2013 article that provides a bre ...

Interpreting TTF implied volatility | 12 Feb, 2018

The European gas options market is still in a relative state of infancy versus for example the crude options market.  But as TTF gas hub liquidity gr ...

USD points to higher commodity prices | 29 Jan, 2018

Two big years for energy prices Global commodity prices started a major recovery in Q1 2016.  Energy markets played a core role in this recovery. ...

Hub pricing is already winning in Asia | 22 Jan, 2018

Have you heard the following arguments? The Asian LNG market cannot transition to hub pricing because: Existing Asian LNG supply contracts are ...

5 energy market surprises for 2018 | 08 Jan, 2018

Welcome back to our first feature article of the year.  We kick-off the year with a set of 5 potential surprises to watch for on the radar screen in ...

Oil price animation shows bulls taking charge | 13 Nov, 2017

Crude prices have broken through some key resistance levels over the last two weeks.  Brent front month futures pushed above 60 $/bbl for the first t ...

Coal price dump and jump in animation | 07 Nov, 2016

Spot coal prices continue to surge around the world. As winter approaches, Pacific Basin steaming coal prices have broken above 100 $/tonne. Coking co ...

The impact of rising coal prices | 17 Oct, 2016

2016 has delivered its fair share of commodity market surprises. But none have been more unexpected than the sharp recovery in coal prices.  European ...

Brent crash in animation (Part II) | 29 Feb, 2016

The wild ride continues in the crude market. Brent plunged below 30 $/bbl earlier this month as resilient production and inventory build spooked the m ...

Commodity price perspective: a 3 chart view | 30 Nov, 2015

A seismic shift in commodity markets began in Q4 2014. From an energy market perspective this was focused on crude oil breaking out of its trading ran ...

The next leg down in commodity prices | 31 Aug, 2015

It has not been a peaceful summer in global commodity markets. After a six month period of consolidation, July saw a renewed broad based decline in co ...

Oil market illustrates risks of relying on price forecasts | 15 Jun, 2015

Commodity price forecasts are widely used across energy markets. Forecasts are used as an input for a range of commercial activities including busines ...

Look to the USD for oil price direction | 25 May, 2015

The decline in crude prices that started last summer has been one of the sharpest selloffs in the history of the oil market. After stabilising towards ...

Brent curve collapse in animation | 02 Feb, 2015

The Brent crude forward curve had a wild ride across 2008 and 2009.  The commodity supercycle peak dragged spot crude towards 150 $/bbl, with forward ...

Supply side response to lower crude | 26 Jan, 2015

This is the second article in a three part series on falling crude prices.  In the first two of these articles we look at the two key factors behind ...

Crude is not alone as it plunges into 2015 | 19 Jan, 2015

The plunging price of crude oil is the big story of the energy industry in 2015 so far.  The impact of this seismic shift in the pricing of hydrocarb ...

Oil and coal pricing back in focus | 13 Oct, 2014

This blog is focused on gas and power markets.  But every few months we take a step back and look at the impact of the broader commodity market envir ...

A mini-meltdown in the uranium market | 09 Sep, 2013

The uranium market is a quieter cousin to the larger global markets for gas and coal.  But despite the post Fukushima shift in public opinion away fr ...

A commodity market perspective in 3 charts | 29 Oct, 2012

One of the themes of this blog has been the increasing importance of global commodity markets in driving pricing and value in European power and gas m ...

Intervention and commodity markets | 17 Sep, 2012

For the last 12 months, the dominant price trend in European power and gas markets has been downwards as global commodity prices have declined and Eur ...