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RESEARCH

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Latest Research Reports
Latest 1
  • The Canadian Liberal Party – led by new Prime Minister Mark Carney – won last month’s elections fueled by backlash to US President Donald Trump’s trade policies and attacks on Canadian sovereignty. US trade tensions are weighing heavily on growth, with Carney likely to turn to Asia and Europe to diversify export options. Carney also gave vocal support for the hydrocarbon sector, vowing to build out new infrastructure and expedite reviews, and the prospects for new pipelines and LNG export facilities could rise. Yet, he will continue efforts to fight climate change, while the industry still faces many hurdles to build out infrastructure – including new trade war-related risks – which could dampen enthusiasm.
    Thu, May 8, 2025
Research Services
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Energy Transition Research
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Global LNG Research
  • A disadvantaged European gas storage situation remains at the center of price direction. Asian LNG demand weakness, led by China, eases pressure on Europe for now as injection season gets underway. Long-term LNG supply agreements are lagging last year’s pace on the eve of the second quarter following a year where contracting trends were already shifting. Several factors could help restore the pace.
    Wed, Mar 26, 2025
Research Services 2
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Risk Research
  • Trump’s tariff strategy threatens to upend global capital markets, limit growth and permanently alter the global trade order. We see trade war threats remaining elevated during this fluid and uncertain period, yet Trump’s mercantilist trade views and desire to secure pro-America trade deals will remain. Of our three trade policy scenarios, we see a higher likelihood of a “Quick Walk Back.” Our “Economic Uncertainty” and “Deeper Realignment” scenarios are still in play. In all three scenarios, uncertainty weighs on investment, US credibility with trading partners takes a hit and protectionism is ossified in global trading systems.
    Thu, Apr 10, 2025
Latest Research2
Competitive Intelligence Research
  • The upstream industry concluded $27 billion in M&A deals in Q1’25, helping push a continued multiquarter run of high-value North American shale consolidation. Major deals by Whitecap Resources, Diamondback Energy and Diversified Energy drove regional dealmaking to $22 billion for the quarter. Several firms also concluded planned divestments, helping to shore up balance sheets as wider market uncertainty grows. We expect M&A activity to slow in the near term as companies focus on more immediate cash flow preservation.
    Tue, Apr 22, 2025
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