

Laura Page
Senior LNG Analyst
Market
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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Matt Smith
Lead Oil Analyst - Americas
Market
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.


Homayoun Falakshahi
Senior Commodity Analyst
Market
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.


Kevin Wright
Lead Analyst, Clean Products
Market
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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Matthew Wright
Senior Freight Analyst
Market
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.