Another Boom – Bust Cycle?
May 29, 2020
Significant decline in energy investment expected for 2020
On Wednesday, May 27, the International Energy Agency (IEA) published…
Industry Opinions
US production to fall sharply between May and October
LPG Market Outlook
May 2020
The number of US drilling rigs in operation continues to fall and is now at…
Oil Markets Are Rebalancing
22 May 2020
Production cuts are having an impact
What a difference a few weeks make. Freight rates in April went…
LNG Market Outlook: Risk for longer downturn coming into focus
LNG Market Outlook
May 2020
The current forecast is for LNG demand in 2020 to be 6.7 MMt lower than in…
The Beginning of the End?
May 1, 2020
Crude tanker rates have weakened, but will it last?
Today, for the first time since March 10, VLCC…
LNG Finance in World Markets: Covid-19 Threatens LNG Funding after 2019 Jump
LNG Finance in World Markets
March 2020
LNG funding activity jumped to a three-year high in 2019 after a sluggish 2018…
LNG Market Outlook: Global LNG demand forecast to fall 8 MMt from 2019
LNG in Market Outlook
April 2020
Due to the ongoing impact of the global Covid-19 pandemic and the lockdown of major…
Product Tanker Rates Take Off
24 April 2020
Floating storage is tightening product tanker availability
Rates for product tankers have been rising since early March, both…
No Easy Answers
April 17, 2020
What is the impact of OPEC+ cuts on the tanker market?
Last weekend, OPEC+ reached a historical agreement…
Refined Products Are Tanking
April 3, 2020
Floating storage on product tankers is on the rise
In the last few weeks, since the collapse of…
Storage Floats Your Boat
March 20, 2020
Floating storage can provide a temporary boost to tankers
Two weeks ago, the OPEC+ deal fell apart and…
LNG in World Markets: Russia and Saudi Arabia: Is US LNG the Next Target?
LNG in World Markets
16 March 2020
This special update includes analysis of the possible threat US LNG producers and…
