The LNGI/Natural Gas Insights report features JBC Energy's monthly natural gas and LNG fundamental analysis. Each month, our analysts tackle the latest key developments in natural gas and LNG markets, providing analysis and forecasts on supply, demand, and pricing.
We also take a deep dive into recent trade developments with insights on both seaborne LNG flows as well as pipeline deliveries. Our analysts are also tracking the latest pricing trends in the market, analysing what these mean for sellers, buyers, and intermediaries.
Russia Turns Off the Taps to Poland and Bulgaria
Putin Demands Roubles, Halt to Exports Still Unlikely
Sanctions on Nord Stream 2 amid the Russia-Ukraine conflict to keep gas markets tight and prolong the energy crisis beyond 2022.
With Europe deprived of Russian gas in the north, we expect the region to rely more on LNG for restocking this spring, increasing competition for seaborne supply.
The View - Gas is our monthly price forecasting service for natural gas, LNG and NGLs.
The report contains our rolling 12-month price forecasts for all key dry and liquid gas benchmarks with supporting analysis for all regions. Comes with:
- Its own price Excel data set; which customers can integrate into their own models or outlooks.
- Forecasts for Henry Hub futures, European Gas hub, Asian LNG hub (JKM) as well as Asian Brent Oil Indexed LNG and European Russian contract prices.
- Additional forecasts for US Ethane, and Propane and Butane in US, Europe, the Middle East (Contract Price) and Asia.
- Price outlooks for Brent crude oil and for Naphtha.
Our Gas Insights are available exclusively via our JBC Energy Online portal.
Each day our analysts will bring you JBC Energy’s expert take on the gas and LNG market developments that we believe will have a key impact on the market.
Through Gas Insights, clients can also access our weekly price outlooks for US, European and Asia benchmarks.