ICIS Energy Resources

Mexico Energy Outlook 2018

Mexico Energy Outlook 2018

Mexico’s energy reform has entered into its sixth and most decisive year yet, as the country gears up for a presidential election in July 2018, against the backdrop of ongoing renegotiations over the North American Free Trade Agreement (NAFTA) with the US and Canada.

As the leading information provider for the Mexican gas and power markets, ICIS is pleased to provide you with the Mexico Energy Outlook covering the most important milestones and development stages for both sectors through 2018.

Global LNG Outlook

Global LNG Outlook

The ICIS LNG Outlook for 2018 gives a thorough country-level view with key points on new production and import infrastructure, supply and demand fundamentals and company outlooks.

European power and carbon markets in 2018 – Shifting the focus

European power and carbon markets in 2018 – Shifting the focus

Utilities as well as energy-intensive industries need to follow political and market developments all over Europe closely to be able to prepare for the revised EU ETS as well as to build a competitive advantage in the national power markets.

Latest Natural Gas Information

European Natural Gas Outlook 2018

European Natural Gas Outlook 2018

Download the outlook for an insight into several large natural gas projects, including two market mergers, which could reshape the current trading landscape, as well as the resumption of supply from Russia to Ukraine, which has the potential to shake the market in central Europe and reshape the trading landscape.

Going, Going, Groningen...

Going, Going, Groningen...

Production from Europe’s largest onshore gas field – Groningen – was thrust into the spotlight in early January following a major gas extraction-related earthquake.

Download this market insight by senior market reporter, Alex Thackrah, to understand what the impact of the reduced Groningen output could be for the Dutch TTF hub - Europe’s most liquid gas market.

Blockchain's Impact on Energy Trading

Blockchain's Impact on Energy Trading

The blockchain hype train arrived in the traded commodity space in a big way during 2017, with its potential for disruption jumped on by some of the biggest wholesale traders.

Download this market insight by our ICIS editors to understand just how realistic is it to expect a major disruption in the short term for energy trading.

 



 

Carbon

Market update: China launches national emissions trading scheme (ETS)

Market update: China launches national emissions trading scheme (ETS)

The long-awaited world’s largest emissions trading scheme (ETS), the Chinese national ETS, was launched on Tuesday 19 December.

In this white paper, ICIS looks at the impact this scheme may have on the Chinese carbon market.

White paper: Post-2020 reform - status quo or seismic shift?

White paper: Post-2020 reform - status quo or seismic shift?

The Post-2020 reform sets the framework of the EU carbon market from 2021-2030. It contains several important provisions that are likely to have an impact on the market as early as 2018.

EU ETS White Paper: Brexit risks for the European carbon market

EU ETS White Paper: Brexit risks for the European carbon market

This White Paper, provides a scenario-based assessment analysing the impact of Britain’s exit on the EU ETS market balance and as well as our mid-term outlook for EU Allowance (EUA) prices. We found that the most bearish EUA price risk is associated with a scenario where the lead time between the announcement of Brexit and the actual end of compliance obligations for UK installations is reduced to a minimum, and when Brexit takes place before the end of phase three in 2020.

Latest LNG Information

LNG White Paper: Trends in shipping LNG

LNG White Paper: Trends in shipping LNG

Global LNG output rose 12% year-on-year in 2017, recording its largest annual increase in recent history, and meaning more product had to be delivered to market than ever before. This growth in LNG opened up new opportunities for shipping, though the redistribution of the global supply portfolio also rendered some previously profitable trade routes uncompetitive, with Australia in particular providing new volumes ideally placed to compete for sales to the major users of east Asia.

LNG Q4 2017 Trade Flow Report

LNG Q4 2017 Trade Flow Report

The LNG Edge Q4 2017 Trade Flow Report examines the changes in import and export flows responsible, drawing on data from ship-tracking and market intelligence platform LNG Edge. The report shows how rapid increases in demand from countries including China and Turkey helped to absorb the new supplies coming onstream from the US and Australia.

Market Insight: Mexican state companies to launch new LNG import project

Market Insight: Mexican state companies to launch new LNG import project

Despite the ongoing import pipeline capacity build out from the US, Mexico’s natural gas demand shows no signs of abating. In a bid to stabilise the supply picture in the country’s Southeast, state companies CFE and Pemex are now eyeing LNG as a temporary solution until new pipeline infrastructure comes online.

Latest Power Information

Going Long on Coal Front-Year/Year+2 Spread Tends to Pay Off

Going Long on Coal Front-Year/Year+2 Spread Tends to Pay Off

Over the course of six out of the past eight years – including all of the past five – the Rotterdam coal front year has gained more (or lost less) than the year+2 contract.

In this infographic, ICIS market reporter, William Peck, shows movements in the spreads between the two contracts over this period, and looks ahead to determine whether the pattern will repeat this year.

European Power Outlook 2018

European Power Outlook 2018

Electricity markets are likely to be shaken up by various country-specific policies as well as EU-wide projects.

Download the European Power Outlook 2018 for an understanding of the crucial supply, demand and regulation changes which could impact power prices and market liquidity at a country-by-country level.

Market Insight: The Irish integrated single electricity market (I-SEM)

Market Insight: The Irish integrated single electricity market (I-SEM)

The new integrated single electricity market (I-SEM) – which is due to go live in May 2018 – will allow trading over a greatly increased number of delivery periods, including a balancing market, day-ahead and a forward market.

In this market insight, ICIS sheds light on the full redesign of the all-island Irish power market, which is taking place to ensure it adheres to EU legislation.

Latest Crude oil Information

Is China driving the global oil markets?

Is China driving the global oil markets?

ICIS takes a closer look at China’s oil demand and how the country’s position as a leading crude buyer has helped mop up the global oil supply glut. While OECD countries have been struggling to reduce their crude inventories, China has steadily increased its own stocks in a bid to secure its own supply.

Will oil demand match the sluggish supply downtrend?

Will oil demand match the sluggish supply downtrend?

OPEC’s efforts to curtail supply and bring the global oil markets back into balance has started to materialise, with reported inventories moving closer to their five-year average.

Download: Insights on Chinese oil supply and demand

Insights on Chinese oil supply and demand

China has overtaken the US as the world’s top crude importer. At the same time, as more independent refiners are starting up in China, there is now a supply glut in distillates, resulting in China now exporting.

Access a presentation covering insights on the impact of China’s rising oil demand and surplus on international market players.