Last January, we explored the opportunities in the emerging landscape of carbon markets, focusing on the UK and EU’s Carbon Border Adjustment Mechanism (CBAM) and other market-based initiatives like the EU Emissions Trading Scheme (ETS) and Carbon Capture and Storage...
The economic landscape in energy markets is increasingly defined by the value attributed to products with lower intensity of greenhouse gas (GHG) emissions as the energy transition accelerates and governments increase direct regulations and policies. The LNG...
The wave of regulatory measures and policy frameworks aimed at decarbonisation is driving the emergence of a diverse array of low-carbon fuel alternatives, from biomethane to hydrogen, each offering its own unique sustainability and value proposition. Commodity...
The European oil refining landscape is in flux as oil refineries either close, are being converted or ownership shifts away from oil majors to new private equity players. Still, these assets are important to oil traders. Trading skills are core to the extraction of...
Introduction LNG shipping is increasingly an area of focus for certain infrastructure investors because of the favourable long-term growth fundamentals of the underlying commodity. In 2021 alone, three major deals were announced: the take private of Gaslog by...
Overall Net LNG Imports saw a modest 1.6% growth to 395.5 mt against a backdrop of limited supply additions Overall, LNG imports in 2023 (net of re-loaded exports) grew 1.6% to approximately 395.5 million tonnes (mt), the lowest growth since 2020, when COVID severely...