Energy commodities

Exclusive Escalation(s) or de-escalation(s) imminent?
Research

Exclusive Repricing time, not volume
Geopolitical risks and tight storage are lifting gas prices, but major non-Gulf LNG supply growth from 2027 should ease TTF and JKM as risk premiums fade.
Research

Global Daily: Democracy Manifest
US stocks defied a strong lead from Europe and Asia on Friday to close broadly in the red...
Newsletter

Global Daily: My Word is My Bond
US and European equity indices were firmly in the black on Friday as the recent run up in bond yields took a breather...
Newsletter

Exclusive Energy Markets Update: Why is Everything Expensive?
U.S. War in Iran is about to reach a new stage of escalation, keeping oil prices elevated.
Research

Exclusive Energy Charts of the Week
War in Iran and Ukraine is tightening energy supply; Hormuz crude and LNG flows improved in September, while Russia extended its diesel export ban.
Research