North America
Latest news, market signals and causal drivers for North America.
Latest North America Coverage
weather briefing
Weather
Jun 03
Seasonal Weather Outlook — June 3, 2026
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
Neste Q3 SAF Hits Record 251kt as Renewable Sales Margin Jumps to $480/t — But BTC Cliff and 4.3x Net Debt Frame the Risk
report brief
Upstream
Jun 03
Equinor pumps record 2.31 mmboe/d as NCS roars, but the cash engine now hinges on TTF, not the wellhead
morning weather
Weather
Jun 02
Evening Weather Briefing — Wednesday, June 03, 2026
article
Us Power
Jun 02
ERCOT Data Center Surge Puts Grid Reliability Under Fresh Scrutiny
weather briefing
Weather
May 31
El Niño Arrival Imminent: European Summer Heat Pulse and a Complex Winter Setup
morning weather
Weather
May 30
Evening Weather Briefing — Sunday, June 1, 2026
article
Upstream
May 30
Trans Mountain Keeps Adding Capacity Toward 1.2m Barrels a Day — Canada's Oil Sands Are Expanding Despite the Headwinds
article
Eu Power
May 28
Study Says EU Industry Can Match China and US by 2035 If It Electrifies and Enforces CBAM
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