FLAME Conference 2023 Day 1
Key Takeaways: There is a general consensus at the conference that demand destruction is expected to be slower than what is stated such policy as RepowerEU. This is aligned with what RBAC has stated since 22Q3 that our expected reduction of European demand is slower than IEA’s scenarios due to execution risk of policy targets. […]
Haynesville and Marcellus: A Tale of Two Shales
Over the past two years, the oil and gas industry has seen record profit for producers, geopolitical conflicts, supply chain disruptions, inflationary and ESG pressures and a war to boot. A quote from A Tale of Two Cities comes to mind, and sums up quite nicely our recent circumstances: “It was the best of times, […]
