Unpacking the Henry Hub Rally and the Forces Driving It
​U.S. LNG exports, power demand, and weather models tighten gas fundamentals, pushing Henry Hub futures to levels last seen in December 2022...
478 Views
When the Boom Bites Back: How a Global LNG Surge Could Reshape U.S. Gas Markets
​Rising Henry Hub prices ahead of winter may be tempered by increased domestic production and LNG exports, while global LNG capacity growth could...
686 Views
Global Commodities: A Month of Disruption
Europe's LNG storage levels are historically low, with a focus on refilling ahead of winter, while international gas prices rise due to...
511 Views
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 20 March 2026
A quick glimpse on some Chinese economic data, retail sale and industrial production numbers were ahead of analyst estimates. We held a...
162 Views
7% Within a Week - Soybean Price Rally
The north of Mato Grosso received 150-200mm during a few days of last week and more heavy rains are forecasted until the beginning of next week.
163 Views