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report brief Upstream Jun 03

TotalEnergies' 116% reserve replacement and Rio Grande Train 4 FID flag supply growth into a soft tape — bearish for 2027 TTF length, supportive of US LNG offtake

report brief Upstream Jun 03

BP 1Q26: Exceptional Oil Trading and Refining Recovery Drive $3.2bn — Gas Trading Lags

article Gas Jun 03

Europe's gas refill stalls as negative TTF spreads kill the injection incentive

report brief Upstream Jun 03

LNG Canada First Cargoes and 52% Cash Payout Define Shell's 2025 — Buyback Pace Is the Tell

outlook brief Us Power Jun 03

MISO Winter PRA Surplus Shrinks as Wind, Coal and Gas Accreditation Cut — Cold-Shot Risk Skews ZRC Tightness Bullish for Henry Hub Burn

outlook brief Us Power Jun 03

PJM Winter Margin Cut to 7,500 MW — Gas-for-Power the Swing Factor on Any Cold Snap

outlook brief Eu Power Jun 03

NESO sees GB a structural net importer this summer — bearish GB baseload spreads vs Continent, but solar-driven minimum demand is the real trade

outlook brief Eu Power Jun 03

Hydro 18% Below 2025 Is the Summer's Only Real Bid — Curtailment, Not Scarcity, Defines the Continental Tape

outlook brief Us Power Jun 03

NERC Flags Three Elevated-Risk Zones for Summer; 58.5 GW Build Caps Broad Tightness but Northwest Hydro Is the Trade

article Gas Jun 03

EEX Sets September Launch for EEX530 Gas Spot Index as Derivatives Volumes Surge