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All eyes on LNG demand as gas prices recede
We look at how softening Asian demand is shaping LNG market evolution as Middle Eastern risk premiums recede sharply
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Israel – Iran tensions drive gas price volatility
Global gas indexes have seen a surge in price & volatility this June, as the market priced in supply-side geopolitical risks.
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3 scenarios to frame LNG market evolution
We set out 3 scenarios to frame the looming structural LNG market transition, consider commercial implications & look at the market impact of Iranian conflict
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Battery revenues fall in GB on low wind generation & lower gas prices
We explore the recent outturns for BESS in different parts of Great Britain.
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European regas activity intensifies
As the new LNG supply wave approaches, regas M&A and contracting activity is intensifying. We look at strategic drivers & a framework for valuation.