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LNG Research

Current research indicates that global energy markets are increasingly defined by geopolitical friction in the Middle East, creating significant volatility in oil and broader energy sectors. Analysts emphasize that energy security remains a primary concern, particularly regarding transit through critical chokepoints like the Strait of Hormuz. While reports of a potential US-Iran Memorandum of Understanding have provided some relief to credit spreads, the underlying risk of supply disruption persists alongside steady US dollar demand. In Europe, the outlook for energy pricing is pressured by the expiration of temporary tax rebates, with forecasts suggesting energy price pass-through will drive German inflation back toward 4% by late summer. Furthermore, the massive scale of the projected AI buildout, requiring an estimated $1 trillion in annual capex by 2028, is expected to create sustained long-term demand for energy infrastructure and resources. Together, these factors suggest a complex environment for energy assets where geopolitical de-escalation and scarcity in a supply-constrained world are the primary drivers of market sentiment.

2201 reports available

Energy Equities Stabilize, Cracks Rise, Oil / WCS Fall thumbnail

Energy Equities Stabilize, Cracks Rise, Oil / WCS Fall

Jefferies·Jun 27, 2026

The energy sector outperformed the S&P 500 last week, driven by strength in US Refining, while Integrated energy companies underperformed.

Heat on LNG Market Recovery thumbnail

Heat on LNG Market Recovery

ANZ·Jul 3, 2026

The LNG market faces a dual shock of sluggish post-Hormuz logistics recovery and a strong El Niño driving higher consumption. This combination is expected to maintain structural tightness in global gas markets well into 2026.

Americas Pipelines and MLPs: US LNG Complex Post US-Iran MOU thumbnail

Americas Pipelines and MLPs: US LNG Complex Post US-Iran MOU

Goldman Sachs·Jun 21, 2026

Goldman Sachs remains constructive on the US LNG complex (Cheniere, Venture Global, Golar LNG) despite the US-Iran agreement to restore Strait of Hormuz energy flows. The firm expects global gas markets to remain tight through 2027 due to ex-Qatar supply disruptions.

Inside Commodities thumbnail

Inside Commodities

London Stock Exchange Group·Jun 29, 2026

This report covers the normalization of oil markets following the reopening of the Strait of Hormuz and the subsequent surplus of supply. It also highlights regional agricultural concerns in Italy and Australia, and China's strategic energy planning.

Equinor Capital Markets Day 2026 Update thumbnail

Equinor Capital Markets Day 2026 Update

Goldman Sachs·Jun 16, 2026

Equinor's 2026 Capital Markets Day featured increased capex for production growth and higher buybacks. Despite these operational updates, Goldman Sachs maintains a Sell rating, citing long-term bearish expectations for European gas prices (TTF).

EU Oil And Gas Early Riser thumbnail

EU Oil And Gas Early Riser

J.P. Morgan·Jun 23, 2026

This report covers key updates in the global energy sector, highlighting Eni and Saipem's major offshore project in Angola and a new natural-gas-fired power partnership between Chevron and Microsoft.

EU Utilities and Infrastructure Daily Wire

J.P. Morgan·Jun 23, 2026

US Energy Natural Resources Conference Playbook

J.P. Morgan·Jun 18, 2026

Inside Commodities

London Stock Exchange Group·Jun 18, 2026

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