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North America gas supply basin takeaway monitor
The North American Takeaway Monitor is provided to show natural gas pipeline takeaway capacity. This report combines Wood Mackenzie’s supply foreca...
The Middle East Conflict: at what price does the oil market rebalance?
A prolonged closure of the Strait of Hormuz (SoH) would remove ~10 million b/d of crude and condensate supply from global markets. Unlike 2020's de...
OPEC+ production cuts tracker
In this spreadsheet we document the OPEC group changes historically, as far back as 2006. The focus is on the more recent agreements with the wider...
Assessing the oil market impact of the Middle East conflict – 8 key questions answered
Conflict in the Middle East has pushed Brent to $100/bbl. The Strait of Hormuz is effectively closed, oil production is being curtailed in the regi...
What the Middle East conflict means for the South Asian LNG market
The force majeure in Qatar affects ~20% of global LNG supply, hitting South Asia hardest, due to a high reliance on Qatari volumes. Gas demand curt...
What does closure of the Strait of Hormuz mean for Northeast Asian LNG market?
Energy flows through the Strait of Hormuz have halted, prompting QatarEnergy to declare Force Majeure on 4 March. - With 90% of Qatari and UAE LNG ...
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