New sources of supply and demand are quickly making historical relationships in both regional and international gas markets obsolete. In the face of these monumental changes, even seasoned industry veterans will have difficulties keeping pace.
Our analyst team identifies changing supply/demand dynamics and tracks new projects and policy developments. Our data, modeling and analysis allow producers to understand sources of demand growth; consumers to comprehend upstream economics; infrastructure owners to pinpoint bottlenecks; and investors and policy makers to grasp the intricacies of physical gas markets.
How We Work Together
- Access expertise means our analysts are available to answer questions and give their informed opinions and further detail on topics important to our clients.
- Our experts – together with our market data, news and analytical tools – give clients an unparalleled view across the sector.
- We select the news you need to read; we assemble the datasets that drive your decisions; we build the models for you to forecast your next move. You get to focus on your business.
- Our research notes, analyst reactions and market outlooks enable investors to identify and validate opportunities for growth.
OUR SECTOR SPECIALISTS HELP CLIENTS RESOLVE SPECIFIC ISSUES
How will rapid decline rates at fracked gas wells affect storage economics and price volatility?
Will the transition to gas as a baseload generation fuel in the US lead to an increased share of long-term contracts? How will these be structured and priced?
What will North American LNG export capability and an increased share of spot LNG sales mean for global gas markets? Are we entering a world of netback parity?
When will increased Russian production and a glut of Australian LNG force the oil link to be abandoned in Europe? Will constant renegotiations and re-payments make the link purely symbolic?
How many new rigs and frack crews will be needed as shale and tight gas plays come to dominate the North American supply mix?
Will Japan continue to import record amounts of LNG to make up for lost nuclear generation? Is $16/MMBtu an aberration, or the new normal?
Have chemicals companies gone overboard? What are the implications of proposed new ethylene cracker build on North American NGL markets?
How clients use our services
- Companies looking to enter a new market take advantage of our research evaluating typical returns for small hydro projects, infrastructure and regulatory hurdles, supply-side bottlenecks, political climate and financing capacities.
- With countries looking to reform their renewables policies, we say what the proposals behind the hype will mean for the small hydro market and our clients.
- Project developers use our analytical tools to value their portfolios in order to generate the most value and minimise risk.
- Investors use our data, analysis and industry network to source and evaluate investment opportunities and monitor their competitors.
TO FIND OUT MORE ABOUT HOW WE HELP OUR CLIENTS, GO TO SERVICES >>
