United States

BMI View: Valero Energy's investment in new rail capacity to increase its exposure to cheap North American crudes, including those produced in US unconventional shale plays and Canadian... 2013-03-11

BMI View: Activity in the world's Arctic region is accelerating. The main players remain large oil companies such as ExxonMobil, Rosneft, Shell and Statoil and these majors could easily... 2013-03-07

BMI View: The US State Department's recently-released draft environmental impact assessment of the Keystone XL pipeline has, ceteris paribus, increased the likelihood that the controversial... 2013-03-05

BMI View: Sinopec's acquisition of Chesapeake's Mississippian Lime acreage brings the formation to the forefront of the unconventionals race in the United States, and validates our... 2013-02-26

BMI View: We have long been highlighting the knock-on effects that the boom in US natural gas production is having on Mexico - namely that Mexican natural gas consumption is soaring... 2013-02-25

BMI View: TEPCO's LNG supply deal with Cameron LNG will be a major victory for the battered Japanese utility. If the US LNG project is granted an export permit, TEPCO will have access... 2013-02-11

BMI View: President Obama's decision to nominate Sally Jewell as the next Secretary of the Interior highlights the delicate balance his second-term administration will try to strike... 2013-02-07

BMI View: US natural gas benchmark Henry Hub prices in 2013 are unlikely to average above the US$4/mnBTU price that would approach break-even prices necessary to incentivise production.... 2013-01-28

BMI View: Pieridae Energy's Goldboro LNG export facility would be the first on Canada's traditionally gas importing East Coast. With political and regulatory delays halting the advance... 2012-10-26

BMI View: Technical analysis and market fundamentals are supportive of the case for a short term rise in the Henry Hub price, which has persistently traded near record lows in the wake... 2012-10-12