FEATURE OF THE WEEK
LNG Special Report: Geopolitical tensions, flex in EU storage directives and accelerating LNG supply growth ease the LNG market tightness
This blog explores Northeast Asia's weakening LNG demand dynamics and the growing oversupply of shipping capacity amid improving global supply conditions.
Recent insights
May 15, 2025
LPG Special Report: US-China flows to return to seasonal levels; pro-naps to remain volatile
We explore the de-escalation of the US-China tariff war and our expectations of a return to seasonal LPG flows from H2 June.
May 22, 2025
Asia propane-naphtha swaps in crosshairs of rising LPG, naphtha exports and slowing demand
We deconstruct our contrarian view of summer Asia pro-naps being wider than current market action given increasing LPG and naphtha supplies from the US and Middle East as demand for both stagnate.
Apr 10, 2025
Record stockpile of sanctioned crude builds in Shandong amid supply disruption fears
Chinese teapot refiners ramped up sanctioned crude imports in March, pushing Shandong's crude stockpiles to record high.
