Energy Aspects

Lower-emission LNG - Are customers willing to pay, and is the industry ready to invest? Energy Aspects Founder and Director of Research, Dr Amrita Sen, will be hosting Shell's first LNG Next, a webinar series dedicated to perspectives from industry experts on what’s next for LNG. Amrita will lead a discussion on: - Growing demand for lower-emission LNG - Balancing competitive pricing with emission reduction goals - Investment needs in technology and infrastructure for emission reductions - Readiness of producers, suppliers, and stakeholders to invest - Assessing the risks associated with investment in the LNG value chain Sign up here for what is sure to be an insightful discussion with industry experts - https://lnkd.in/eMWmrYpD Panellists: Stefano Tarchi, Executive Growth and Strategy Leader, Baker Hughes Rashid Al Mazrouei, Senior Vice President Marketing, ADNOC Gas Mark Abbotsford, Executive Vice President, Chief Commercial Officer, Woodside Energy Tom Summers, Senior Vice President, Shell LNG Marketing and Trading #EnergyAspects #LNG #Emissions #EnergyTransition

After a tumultuous few days following the announcement of unprecedented US tariffs and steeper-than-expected Saudi OSP cuts for May, the global oil and broader markets are in a state of flux. In response to these extremely uncertain times, we hosted a webinar for our subscribers yesterday to make sense of what we are seeing in the markets. Click to watch the webinar on-demand -https://lnkd.in/eBfxM26q Watch Founder and Director of Market Intelligence Dr Amrita Sen, Head of Geopolitics Richard Bronze, Head of Oil Demand Koen Wessels and Head of Analytics Dr Nicky Ferguson discuss: - The escalating tariff war: The impact of Trump’s tariffs, how global markets are responding and adjusting. Crude will remain under pressure and could fall below $50/bbl in the near-term. - OPEC+ and crude prices: With OPEC's decision to increase oil production, downward pressure on crude will remain. - Financial flows: Diminishing liquidity amid record positioning is leaving prices at the mercy of systematic flows. Deferred long timespread positions at risk with further flat price weakness. #EnergyAspects #Tariffs #LiberationDay #CrudeOil #OOTT

Global commodity markets are in a state of volatility following POTUS' Liberation Day tariffs. With the true impact of these tariffs not yet fully priced in, rapid intelligence is crucial for staying ahead of changing markets and making informed strategic decisions. In this dynamic market, timing is everything, and Energy Aspects subscribers are kept up-to-date on all market movements with EA Live. EA Live has unmatched speed and accuracy in delivering market analysis throughout the day. Find out more here - https://lnkd.in/ewPN8-Xh #EnergyAspects #Tariffs #LiberationDay #CrudeOil #OOTT

Our latest OilX Digest reveals critical market movements across global oil markets, with notable changes: - US crude production hit lowest levels since March 2024. - Saudi Arabia's Jizan refinery returns from turnaround with product loadings already at over half normal levels. - OECD Europe sees significant shifts with LPG and light distillates consumption up by 245 kb/d year-on-year, while fuel oil demand dropped to near-record lows. - West Africa Crude Tracker shows important regional developments worth monitoring. Energy Aspects' OilX service combines conventional oil statistics with real-time data from satellites and maritime intelligence to deliver the most precise measurement of the global oil market. Find out more and request a demo https://lnkd.in/eRRdTqES #EnergyAspects #OilMarkets #CrudeOil #OOTT

Our North America Power Monthly Outlook, released last month for subscribers, offers Energy Aspects clients an in-depth analysis of power market supply and demand fundamentals across North America. Dive into the complexities of Canadian tariff uncertainties as aluminium and steel tariffs take effect, PJM's navigation of data centre demand surges, ERCOT's bearish summer outlook, and the influence of Hydro-Québec's drought conditions on Northeast markets. Discover how regulatory shifts in Ontario and California are set to transform regional market dynamics. Access our North America Gas & Power Outlook https://lnkd.in/gt-Dmdjc #EnergyAspects #Gas #Power #Tariffs

The morning after "Liberation Day"… The morning following the Trump administration's publication of its "Liberation Day" tariff list, analysts at Medley Advisors convened to discuss the next steps. They deliberated on how much of the package was by accident or design, the US's negotiating tactics and capacity, as well as retaliation and conciliation. In this edited recording of the meeting, the speakers, in order, are Brian Nanook Jackson (China and trade specialist), Michael Redmond, CBE (US macro analyst), Pepijn Bergsen (European policy analyst), Fernando Posadas (Mexico specialist), and Kenichi Nagura (Japan analyst). Tune into the latest Medley podcast - https://lnkd.in/ezeFsWNx Our podcasts are also available on your favourite platforms, follow our page to stay up to date. Spotify: https://lnkd.in/eNViphmT  Apple Podcasts: https://lnkd.in/eg_BNdBS #EnergyAspects #Tariffs #GlobalMacro #LiberationDay

Unlock a competitive edge in trading with our new Macro Quant service! Gain real-time insights into macroeconomic trends, optimise risk management, and enhance decision-making by integrating diverse data sources. Anticipate market shifts and streamline complex data for effective analysis. Discover how Macro Quant can transform your trading strategy today - https://lnkd.in/eXpCJAxK The Macro Quant service can help you with: - Detailed, real-time insights into macroeconomic trends to inform timely trading decisions. - Integrated, diverse data sources to optimise risk management and strategic positioning. - Enhanced decision-making by correlating macro regimes with institutional trading flows. - The ability to anticipate market shifts through advanced quantitative analysis. - Streamlined complex data into a coherent framework for more effective market analysis. #EnergyAspects #Quant #Macro #Trading #Markets

Lower-emission LNG - Are customers willing to pay, and is the industry ready to invest? Energy Aspects Founder and Director of Research, Dr Amrita Sen, will be hosting Shell's first LNG Next, a webinar series dedicated to perspectives from industry experts on what’s next for LNG. Amrita will lead a discussion on: - Growing demand for lower-emission LNG - Balancing competitive pricing with emission reduction goals - Investment needs in technology and infrastructure for emission reductions - Readiness of producers, suppliers, and stakeholders to invest - Assessing the risks associated with investment in the LNG value chain Sign up here for what is sure to be an insightful discussion with industry experts - https://lnkd.in/eMWmrYpD Panellists: Stefano Tarchi, Executive Growth and Strategy Leader, Baker Hughes Rashid Al Mazrouei, Senior Vice President Marketing, ADNOC Gas Mark Abbotsford, Executive Vice President, Chief Commercial Officer, Woodside Energy Tom Summers, Senior Vice President, Shell LNG Marketing and Trading #EnergyAspects #LNG #Emissions #EnergyTransition

Wishing everyone a joyous Eid Mubarak from all of us at Energy Aspects! May this special day bring you and your loved ones peace, happiness, and prosperity.

Energy Aspects is happy to welcome Clare M., who has joined as Head of Oil Products and NGLs/LPGs. Clare joins us from Phillips 66 where she spent almost two decades. For the last 13 years, Clare worked in the commercial market analysis department, where she led the European analysis team, most recently in the position of Distillate Trading Strategist. At EA, Clare will be heading up both the refined products and NGLs/LPGs services, focusing on core trading analytics, while also integrating insights from the OilX Cargo Tracking and the Quant Analytics services. Clare has a bachelor's degree in Economics and Political Science from the University of Melbourne. Clare and the team are excited to work on enhancing the Oil Products service, continuing to deliver leading data and intelligence for Energy Aspects clients, supporting your market strategies. Find out how Energy Aspects can help you here - https://lnkd.in/eUvSmn7X #EnergyAspects #Trading #OilProducts #OOTT