Posts Categorized: Articles

As we’ve said from the beginning of the COVID crisis, the virus is the primary force shaping all oil and gas market outcomes. US mobility demand is highly likely to rise next year as herd immunity is reached through a combination of immunity from vaccination or infection. We expect life… Read more »

Over the past month, U.S. LNG has encountered something unfamiliar: a steady stream of (mostly) good news. Pfizer and Moderna have announced an apparent breakthrough in a vaccination for COVID-19, Northeast Asian markets continue to control COVID, European LNG demand is steady, and, finally, Chinese buyers have even inked an… Read more »

This has been a rough year, but there’s some great news in the fight against COVID. At least two vaccines (one from Moderna and the other from a Pfizer/BioNTech tie-up) appear highly effective based on preliminary results. Just as important, the two vaccines could be available for tens of millions… Read more »

Electric Vehicles, or EVs, are an increasingly important variable for world, national, and regional oil demand. EVs, unlike internal combustion engine vehicles, are powered by a battery, with fuel sourced from the electricity grid. EV adoption could therefore reduce crude oil demand. In this article, we’ll discuss the current status… Read more »

Platts is reporting that Engie has halted talks with NextDecade over a supply agreement with its Rio Grande LNG. In a written statement to Platts, Engie said “[We have] decided not to proceed with commercial discussions with NextDecade on this gas supply project. We will not be making any further… Read more »

It’s only a matter of time before U.S. coal consumption plummets. In this article, we’ll discuss how coal’s struggles will provide significant opportunities for natural gas and renewables.  Upstream woes continue