Oil, gas ¯ro market insights: Hormuz deal nears, Qatar LNG risks EU winter supply, Fed hike expected ¥n intervention marks rare Treasury win.
Our thermal imagery flagged Pluto Train 2’s faster commissioning weeks before Woodside’s Q2 26 report confirmed the same milestones.
Why the EU's Electrification Action Plan is unlikely to accelerate European power-load growth before 2030, according to our Europe Power forecasts.
Energy Aspects breaks down the EU ETS Commission proposals published 17 July 2026. Explore the soft LRF, MSR reforms, free allocation changes.
EU ETS review: pragmatic Commission proposal softens LRF, introduces conditional free allocation, redesigns investment booster, and faces parliament amendments.
Global methanol demand growth slows to 1.2% in 2026 as the Iran conflict persists. We break down our long-term supply and demand outlook through 2030.
The market is slowly abandoning the binary Hormuz recovery paradigm but has yet to price the unwinding of the coping mechanisms that have softened the disruption’s impact on energy markets. The most significant adjustments have come from China. By cutting crude imports, slashing refinery runs, halting strategic reserve filling, curtailing product exports and pivoting refiners from petrochemicals to transport fuels, Beijing has bought the market precious time as the disruption hits 100 days.
In energy markets, opinion is cheap. Data is cheaper. Learn how EA Analytics brings together what's happening, what it means, and what comes next.
Iran's attacks on Hormuz vessels show why Qatar's LNG recovery will be slow. We explain what this means for Asian and European gas markets.
Clean product inventories are now at their lowest level since 2015. Global onshore crude stocks continue drawing nearly 4 mb/d.
EU gas storage stands 15 bcm below the five-year average. Our analysis explains why TTF prices need to stay elevated through summer.
Mainstream media is already running oil glut stories for next year, built almost entirely on the assumption that China's crude demand has structurally collapsed.
Our North America power outlook heading into summer covers PJM price strength, ERCOT large load reforms and volatile RGGI prices.
US gas balances stay well supplied through 2027 on strong production & comfortable carryout. Why Henry Hub needs new LNG capacity to structurally rally.
US crude inventories hit 40-year lows in the week to 12 June. We break down what’s driving the draw and what it means for WTI, products and LPG.
Webinar on North American gas and power: summer outlook, PJM and ERCOT dynamics, Virginia RGGI, Permian supply, LNG demand, and US exports to Mexico.
Damaged refineries, lighter crude slates and depleted stocks support a persistently higher floor in oil products — regardless of when a Hormuz deal is reached.
Europe's gas storage injection is behind trend & El Niño risks diverting LNG to Asia. Germany carries the greatest risk — here's why.
Our team discussed the latest developments shaping global crude storage, including major coverage additions, evolving inventory patterns.
The EU-UK summit, reportedly in July could confirm ETS linkage, narrowing the EUA-UKA spread and reshaping European carbon markets for years to come.
The market is treating Hormuz as binary: open or closed. EA's proprietary maritime data shows oil flow recovery will be slow, uneven and may never fully normalise.
High-frequency data suggest higher oil prices have yet to trigger meaningful demand destruction, with trucking, gasoline and jet fuel consumption largely resilient.
Market data and intelligence provider Energy Aspects has completed the acquisition of Kayrros, the Paris-based energy analytics and satellite data company.
The dynamics of short-dated WTI options pricing are set to change due to the emergence and rapid growth of 24/7 WTI crude oil perpetual futures.
Podcast: Jeff Currie on diesel, Hormuz and why oil, commodities and hard assets may be mispriced as markets overlook structural shortages.
Energy Aspects wins Commodity Research House of the Year at the Energy Risk Awards 2026 for the second consecutive year.
Energy Aspects called Europe’s jet fuel tightness early, tracking falling Middle East flows, lower ARA stocks and limited replacement barrels through Q2 26.
Global refined product shortage: Energy Aspects explains why jet fuel, diesel and gasoline deficits are underpriced and when the West will feel the impact.
Energy Aspects unpacks the widest paper-physical crude disconnect in years and why the gap between Asia prices and Brent should close.
Watch EA’s webinar on North American gas and power markets, covering Lower 48 supply, LNG feedgas, gas burn, and PJM/ERCOT pricing trends.
Free 2026 Canadian Crude Trading Calendar from Energy Aspects with key market dates, trade windows, Enbridge NOS, IEA OMR and OPEC MOMR.
Energy Aspects’ latest view on the geopolitical and security backdrop in the Middle East, including how current tensions are affecting supply risk and market pricing
Energy Aspects launches EA 360, a new platform giving investment professionals independent cross-market intelligence across energy, macro and geopolitics.
The US–Iran ceasefire appears to be holding for now after a shaky start, but the process remains fragile.
Amrita Sen caught up with Sean M. Maher at Phillips 66, to discuss the medium-term implications of the Iran conflict for oil markets and global energy balances.
The upgraded service gives clients a dynamic view of the global refining system, combining asset data at unit level, operational intelligence, margin analytics.
Dr Amrita Sen, caught up with Jeff Currie to discuss disruptions and market denial in the immediate aftermath of the US/Israeli strikes on Iran.
Market data and intelligence provider Energy Aspects have agreed to acquire Kayrros, the Paris-based, award-winning energy analytics and satellite data company.
Global energy prices have soared as US and Israeli strikes on Iran—and the ensuing regional fallout—have thrown global energy security into chaos.
Explore a timeline of Energy Aspects US-Iran analysis. Even before the conflict began, Energy Aspects has helped clients navigate the risks.
Geopolitical escalation in the Middle East: Analysis of the US–Israel–Iran conflict, including military strikes, retaliatory actions, and threats to regional energy
Energy Aspects’ bullish call on the JKM–TTF front-month spread is validated as Asia’s LNG demand and supply dynamics shift in early 2026.
Industry leaders at the Energy Aspects Conference 2026 discuss the future of oil, gas, and energy transition, highlighting investment, policy, and technology shifts.
Explore policy insights from the Energy Aspects Conference 2026, covering US energy reliability, nuclear growth, and the global impact of American exports.
Explore insights from the Energy Aspects Conference 2026 on the scale, challenges, and future of the US resource base and its role in global energy security.
Explore insights from the Energy Aspects Conference 2026 on price volatility, geopolitical risk, and the evolving fundamentals shaping global energy markets.
The early signals that provided a clear indicator of the challenges that Waha prices and Permian production continue to face in early 2026.
Watch Ep 15 of the EA Forum, featuring Dr Amrita Sen and Jeff Currie, as they discuss the return of the old economy. Plus, get a sneak peek at Jeff’s own portfolio.
Instantly query and analyse our latest datasets alongside your own, all within your Snowflake environment, no manual downloads or transfers needed.
Discover how financial flows, systematic positioning, and a well-timed weather catalyst combined to drive the largest price surge since 2022.