Energy

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

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.

The great electrification: Europe’s race for energy independence

In this episode, hosts Susan Hansen and Amit Mathrani are joined by RaboResearch experts Pablo Ruiz and Coen Hutters to explore “the great electrification."

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.

Exclusive East-West, in this crisis, no rest

Middle East escalation threatens key Saudi oil routes, deepens global supply risks and drives sharp upgrades to oil, diesel and gas price forecasts into 2027.

Will renewable hydrogen ever gain traction in the Netherlands?

Despite ambitious EU hydrogen targets, the actual Dutch obligation for renewable hydrogen uptake is much lower than many stakeholders may assume.