LNG

report brief Upstream Jun 03

Pertamina holds 1 mmboe/d upstream but 882 kbpd of refining keeps Indonesia long on import demand — bid for Mideast crude and Asian gasoil

report brief Eu Power Jun 03

Tokyo Gas FY2025: Power retail volume up 19.5%, city gas flat — the LNG demand signal sits in electrons, not molecules

report brief Upstream Jun 03

Inpex front-month sell vol still wide: Ichthys lifts volumes but $67.39 realised crude caps the upside

report brief Eu Power Jun 03

KEPCO's frozen fuel-cost charge caps tariff relief just as Dubai crude rips to $89.55 — bearish for the won-cost squeeze, bullish for Korean LNG/coal demand floor

report brief Upstream Jun 03

Rosneft Posts 5.02 mmboe/d as OPEC+ Eases in Q4 — Urals/ESPO Realisations Stay Squeezed by Discount Regime

report brief Upstream Jun 03

CNOOC Q1 output jumps 8.6% to 205mm BOE as capex accelerates 19% — bearish at the margin for Brent

report brief Eu Power Jun 03

Engie's nuclear EBIT halves to €111m as Belgian reactors leave the merchant book — bearish for captured-price upside, neutral for TTF

report brief Lng Jun 03

Woodside Q1 2026: lagged LNG pricing the real story — realised $63/boe understates the spot upside still to land

report brief Lng Jun 03

Cheniere Q1 2026: All build, no new contracted volume — Corpus Stage 3 carries the growth story

report brief Upstream Jun 03

ConocoPhillips bought back $1.1bn of stock at a rising bid in Q1 — the buyback signal, not the barrels, is what trades