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Thailand's scramble for LNG: a reality check on gas market fundamentals
Thailand’s LNG demand has surged by almost 50% in first-half 2022 compared to the same period last year. Our full-year LNG demand forecast for Thai...
The changing dynamics of Southern Cone gas integration
The dynamics of Southern Cone gas integration are changing. What was once established with Bolivia as a major supplier and Argentina and Brazil as ...
The conundrum of contracting thermal capacity in Brazil
The 2021 round of regulated electricity auctions in Brazil will start on 25 June, with the auction to re-contract existing thermal power plants. Al...
The Ethane Mullet – Rejection in the Front, Party in the Back
Ethane prices saw impressive strength in May and June, increasing 4cpg on average across the curve when compared to March and April. Strength in pr...
The evolving landscape in the Southern Cone: what does it mean for gas and LNG markets?
The Southern Cone has been the most dynamic and integrated gas market in South America, where Bolivia plays a key gas supplier role for Argentina a...
The Known Unknown: Growing ethane demand will spell a tighter year for US dry gas
When the market talks about ethane and ethane rejection, it always comes from the viewpoint of the availability of ethane and the cost to supply th...
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