'Seller' LNG market makes US exporters flexib...

Nigeria's Dangote refinery, built at a cost of $20 billion and is Africa's largest, has started exporting naphtha to North Asian markets at a time when the clean tanker market is witnessing prolonged firmness. The naphtha flow from Dangote is adding to the ton-mile demand in the ...  Show more

Economic power-house China has set out 10 targets for 2024, which is pro-growth for oil demand, keen on energy security, and prioritizing accelerated industry modernization and development of new productive forces. In this episode of Platts Oil Markets podcast, Managing Editor fo ...  Show more

S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts head of Americas gas news Joe Fisher the outlook for US LNG export growth in 2020, which projects will advance, which ones remain on the ...  Show more

The Freeport LNG terminal in Texas started exporting LNG cargoes in mid-February for the first time since a fire and explosion in June 2022 forced a shutdown of the facility, marking a milestone in the history of US LNG. In the global LNG market, the Freeport outage initially exa ...  Show more

Mexico has invited outside investors into its energy sector after a gap of nearly 80 years. It sold several deep water exploration blocs in the Gulf of Mexico, with China being one of the big winners. Jonathan Wheatley talks to David Sheppard, the FT's energy markets editor, abou ...  Show more

Investors are split on the outlook for natural gas as “peak shale” may be on the horizon. Here’s what to expect in 2024.

----- Transcript -----

Welcome to Thoughts on the Market. I'm Devin McDermott, Head of Morgan Stanley's North American Energy Researc ...