Global Commodities: Incorporating Russian gas increase into the 2026 European balance
The return of Russian pipeline gas to Europe is expected to begin in 2025, gradually increasing from 15 BCM per year, potentially impacting gas...
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Global FX, Commodities and EM: Implications of Russia-Ukraine cease-fire
The Year Ahead outlook predicted stable energy markets in Europe, but the ceasefire between Russia and Ukraine could lead to changes in gas prices...
280 Views
Global Commodities: Global Natural Gas: Increased Russian pipeline gas to Europe?
Debate surrounding potential increase in Russian pipeline gas to Europe, with uncertainty of timing and magnitude of flows Russia, Ukraine,...
426 Views
Emergency or policy? Unpacking Trump’s take on US energy and metals
President Trump signed emergency declarations related to energy and critical minerals, hinted at possible tariffs on imports from Mexico and...
567 Views
Global Commodities: A Bitter Cold US Natural Gas Market Ramps up LNG Supply
US natural gas market experiencing significant weather-related demand in January, with colder than 10-year normal temperatures
250 Views