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Market
January 6, 2022

What’s at stake for oil and gas markets in the Kazakhstan protests?

Homayoun Falakshahi
Senior Commodity Analyst

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

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Market
January 6, 2022

Australia overtakes Qatar as world’s top LNG exporter in 2021

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.

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Market
December 15, 2021

OPEC+, Asia and onshore inventories into 2022

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.

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Market
November 30, 2021

India’s LNG imports drop sharply amid rising domestic gas production, high spot prices

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.

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Market
November 22, 2021

Libyan operational and political challenges vie for attention

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.

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Market
November 9, 2021

Saras refinery runs lower 15% q/q, likely to miss Q3 guidance

Zhiyuan LI
Assistant Commodity Analyst

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

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Market
November 5, 2021

Chile turns to gasoil imports as the drought hits hydroelectric power

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.

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Market
October 7, 2021

Dry bulk freight rates pushed higher this week, fueled by rising coal demand

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.

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Market
September 29, 2021

Japanese LNG stocks surge ahead as the country seeks to avoid a supply crunch this winter

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.

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Market
September 24, 2021

Russian oil exports are down for now, but an increase beckons

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.

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Market
September 10, 2021

Southern Louisiana Struggles to Get Back to Normal

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.

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Market
September 7, 2021

Upstream issues force Petronas to seek buyers’ approval to cut Bintulu winter term deliveries

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.

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Market
August 26, 2021

Shortage of ballasters could prolong high Capesize rates

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.

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Market
August 20, 2021

Uncertainty over Russian gas flows underpins volatility in Dutch TTF

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.

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Market
March 24, 2021

Suez Canal blockage continues, delaying more than 20 liquid/gas tankers

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.

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Market
February 10, 2021

Anticipating crude oil market trends with the launch of a new grade: Iraq's Basrah Medium case study

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.

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Market
January 15, 2021

Top four iron ore miners’ production flat in Q4 2020

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).

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Market
November 10, 2020

Sarroch refinery runs rebounds in Q3, renewed European lockdown poses new threat

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.

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