Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Commodities

<ul>
<li>The EIA expects US natural gas production to fall by 1% in 2024 and lifted LNG price forecast for Henry Hub benchmark by 13% for the year.</li>
<li>OPEC's 2024 global oil demand growth forecast unchanged at 2.25m bpd. But IEA lowered its projection to 960k bpd from 1.1m bpd.</li>
<li>Russia, Iraq, &amp; Kazakhstan continued to oversupply despite lowering production MoM in May.</li>
</ul>


The EIA expects US natural gas production to fall by 1% in 2024 and lifted LNG price forecast for Henry Hub benchmark by 13% for the year.
OPEC's 2024 global oil demand growth forecast unchanged at 2.25m bpd. But IEA lowered its projection to 960k bpd from 1.1m bpd.
Russia, Iraq, &amp; Kazakhstan continued to oversupply despite lowering production MoM in May.


需要増加、生産低迷、不安定な地政学情勢により天然ガス価格が上昇

Natural Gas

需要増加、生産低迷、不安定な地政学情勢により天然ガス価格が上昇