Homayoun Falakshahi

Senior Commodity Analyst

China and Russia could face gas shortfalls if production or infrastructure is impacted.

Camille Klass

Senior Editor

Australia exported slightly more LNG in 2021 than a year earlier, enabling it to overtake Qatar as the world’s largest LNG exporter despite planned maintenance and production issues at several of its plants during the year.

Matt Smith

Lead Oil Analyst - Americas

Global onshore inventories may well start to level off as we move into 2022 as Chinese buying picks up and higher OPEC+ supplies head to Asia.

Laura Page

Senior LNG Analyst

India’s LNG imports are expected to fall back to 2019 levels this year, with arrivals in November dropping to the lowest level since April 2020.

Matt Smith

Lead Oil Analyst - Americas

No matter the upcoming election's outcome in Lybia, continued friction between the warring factions controlling the oil industry means higher production will likely remain elusive.

Zhiyuan LI

Assistant Commodity Analyst

Tracking on Saras refinery runs in Q3 shows that the company is likley to miss its quarterly guidance

Kevin Wright

Lead Analyst APAC

The LNG supply crunch, paired with historically weak hydropower output has incentivized Chile to substitute towards more gasoil/diesel sourced from abroad.

Matthew Wright

Senior Freight Analyst

In this research piece, Matt Wright focuses on the recent spike in dry bulk freight rates, supported by the surging demand for coal. On its own, coal is unlikely to have propelled rates to the levels seen this month, but in conjunction with covid-related port delays and higher demand for dry bulk commodities as economic output recovered this year, vessel supply has crossed a tipping point into a severe shortage.

Laura Page

Senior LNG Analyst

Japan’s LNG stocks rose well-above previous year levels in September as the country faces the prospect of another cold winter. Despite high spot cargo availability and record low spot LNG prices last summer, the country failed to build adequate inventories ahead of winter 2020-21, causing a rush to secure expensive last-minute supplies when cold weather hit in January.

Matt Smith

Lead Oil Analyst - Americas

With less than a third of the month to go, Russian grade crude exports are hovering around 2.9 mbd, the slowest pace since March.

Reid I'Anson

Senior Commodity Analyst

The situation in Southern Louisiana continues to show slow improvements following Hurricane Ida, which made landfall just under two weeks ago.

Camille Klass

Senior Editor

[NEWS] Malaysia’s state-owned Petronas is seeking to exercise its right to reduce contractual deliveries this winter to buyers with offtake from the Malaysia LNG (MLNG) 3 joint venture that comprises the firm’s 29.3 million tonnes a year (mtpa) Bintulu LNG export complex in Sarawak due to gas supply issues.

Matthew Wright

Senior Freight Analyst

Port congestion in China has pushed Capesize rates to a multi-year high creating a shortage of ballasters returning to Brazil. But long term, cooling demand from China, should see levels drop.

Laura Page

Senior LNG Analyst

The Dutch TTF front-month contract hit a record high on Aug.16 before collapsing later in the week. This blog explains the reasons behind the rise and fall.

Alex Booth

Head of Research

Overnight on Tuesday, the container Ship Ever Given ran aground in a southern part of the Suez Canal, a rare event in the history of the waterway. The potential for a rapid build-up of liquid and gas tankers in the region is marked with multiple laden vessels now indicating delays for Suez transit. As of Wednesday morning there were seven vessels carrying crude, 15 carrying refined products, five LNG vessels and two LPG carriers either sat waiting or approaching the canal. While attempts to clear the ship from the canal continue, this queue will continue to build. A salvage squad from the Netherlands will attempt to dislodge the ship beginning Thursday.

Homayoun Falakshahi

Senior Commodity Analyst

The release of a new grade of oil influences supply and demand. Market players and financial players need to plana head of market movements to minimise potential negative impact and maximise profit. In these circumstances there is always a layer of uncertainty with regards to how these events can unfold. Here we will look at Iraq's Basrah Medium as an example and what happened in similar past events and how players can prepare ahead.

Alex Andlauer

Senior Global Energy Analyst

Iron ore prices have soared to a nine-year high driven by strong government stimulus measures in China and constrained Brazilian supply, but the elevated prices seem to have a limited effect in pushing miners to increase supplies due to many factors. Our data shows that, in 2020, seaborne iron ore exports to all countries increased 3.2% to 1,574 Mt. The top four iron ore producers (Rio Tinto, Vale, BHP and FMG), which account for 69.7% of the global seaborne market share in 2020, had their total exports almost flat in both Q4(288.2 Mt) and the past year(1098 Mt).

Alex Andlauer

Senior Global Energy Analyst

Wholly owned by Saras, the Sarroch refinery is one of the largest in Europe, accounting for over 20% of Italy’s total refining capacity, with maximum throughput of 300 kbd. The refinery delivers much of its output to Italy (25%), Spain (10%) and France (12%), making it a prescient indicator of European oil consumption.