NGI Staff Reports

A roundup of news and commentary from NGI’s LNG Insight Trafigura Group Pte. Ltd. purchased an LNG cargo from Gunvor Group Ltd. for $20.80/MMBtu for early February delivery to Incheon, South Korea, which set a record for Japan Korea Marker (JKM) prices, according to Bloomberg.  Sky-high JKM prices are pulling cargoes away from Europe, where…

Click here to listen to a recent episode of NGI’s Hub & Flow podcast. Senior Editor Leticia Gonzales chats with NGI Senior Systems Engineer Nate Harrison about the changes in toilet paper consumption since Covid-19 and how similar changes in natural gas use have altered supply/demand balances.Believing that transparent markets empower businesses, economies and communities,…

A roundup of news and commentary from NGI’s LNG Insight  European LNG imports were down 42% year/year over the last seven days, Tudor, Pickering, Holt & Co. said Wednesday. North Asian prices are pulling cargoes away from the continent, while warmer weather has dented demand. The forecast is growing chillier.  Vitol has reportedly sold an…

A roundup of news and commentary from NGI’s LNG Insight European carbon credits hit $37.57 this week, a high not seen since 2006, according to EBW Analytics Group. “Increases in carbon prices in the European Union are bullish for natural gas in the U.S., since the impact on coal-fired generators in Europe is twice as…

Click here to listen to a new episode of NGI’s Hub & Flow podcast.  Senior Editor Jamison Cocklin, who oversees LNG Insight, offers an overview of the factors influencing the liquefied natural gas market as colder weather sets in across the Northern Hemisphere. He also discusses what could be ahead for the global gas market…

Cheniere Energy Inc. affiliates said that up to 30 cargoes would be sold for delivery in 2021 from the Sabine Pass terminal to Cheniere Marketing International LLP, which sells the fuel worldwide. LNG would be sold at a price equal to 115% of Henry Hub plus a premium of $0.728/MMBtu. Spark Commodities Ptd. Ltd. has…

Click here to listen to a new episode of NGI’s Hub & Flow podcast.  Senior Editor Jamison Cocklin, who oversees LNG Insight, offers an overview of the factors influencing the liquefied natural gas market as colder weather sets in across the Northern Hemisphere. He also discusses what could be ahead for the global gas market…

Click here to listen to the latest episode of NGI’s Hub & Flow podcast in which NGI director of strategy and research Patrick Rau analyzes the major natural gas news from third quarter natural gas earnings calls. Some of the topics that Rau explores are the growing interest in M&As, the possibility that U.S. natural…

Click here to listen to the latest episode of NGI’s Hub & Flow podcast in which NGI associate editors Kevin Dobbs and Andrew Baker discuss the presidential election and its impacts for the natural gas and oil industry.  Dobbs and Baker discuss President-elect Biden’s priorities with respect to energy, climate and infrastructure, as well as…