This bi-weekly report explores what factors are shaping prices, balances and trade in the natural gas and LNG markets, and where we see them going.
- This chart-heavy report summarises the key developments of the fortnight, with an in-depth analysis of supply and demand fundamentals.
- These insights help to inform our short-term price outlook.
Gazprom’s total pipeline gas deliveries to Europe were 27% lower y-o-y at 72 bcm in the first half of the year. Asian LNG spot prices increase on rising demand due to soaring temperatures.
The drop in US LNG exports is rightfully making lots of headlines but Malaysia is also feeling the pain. Despite production cut, gas prices are expected to remain low until winter.
More than 100 US LNG cargoes being cancelled in summer. US HH Price is the lowest among all.
More roadblocks for NS2. Gas prices to remain low, with real support coming only during winter.