Ed Cox

ICIS LNG Editor; keeping up with global LNG by day and being kept up by daughters at night

[Tom Marzec-Manser @tmarzecmanser]

Me and @icislng will be leading this awsome Euro #natgas market training course next week. Still time to book to hear all the insights!
#TTF #LNG
https://t.co/lDYLKe3ljd

[Tom Marzec-Manser @tmarzecmanser]

Not long to go before @ICISOfficial deliver its virtual #natgas market training course on 7-8 June, so sign up quick! Get the lowdown on how Europe is scrambling to end reliance on Russia.
Start times good for Asia, Europe and Americas. #LNG #ONGT #TTF
https://t.co/lDYLKe3ljd

[Ed Cox @icislng]

European LNG imports have exceeded 10m tonnes in a month for the first time! ICIS LNG Edge data shows 10.1m tonnes have been imported as of 28 April with France, Spain and the UK leading the way with over 2m tonnes each.

[Ed Cox @icislng]

#TTF gas prices at over EUR300/MWh on Monday morning and oil around $130/bbl...does anyone have some solar panels I can put on my roof??

[Ed Cox @icislng]

@tmarzecmanser Marshmallnow?

[Ed Cox @icislng]

It's one of those weeks...on Wednesday, the ICIS NBP September closed at 116.125p/th ($16.1/MMBtu), the highest ever NBP front-month close in its 25-year history. The TTF was already at a record high - with Asian spot prices following up as a result!

[Ed Cox @icislng]

We have now seen three LNG vessel diversions potentially linked to the Suez Canal closure. Two are in the Atlantic and with one vessel that loaded from Algeria which was broadcasting Suez but is now heading west

[Ed Cox @icislng]

European gas prices are jumping! The ICIS TTF benchmark February '21 market was trading at around $10/MMBtu on Tuesday afternoon, up by over 20% from Monday. The market is on course to reach the highest prices since 2013 - and will go higher if more LNG is needed

[Ed Cox @icislng]

The ICIS East Asia LNG Index closed at $8.95/MMBtu for January ’21 on Thursday, that’s up 30% in the last couple of weeks.
Portfolio optimisation has lifted prices, but strong spot demand from buyers in India and China is also playing a significant role.

[Caner Can @hcanercan]

Honored to participate in this timely @BrusselsSeta event and to discuss the impacts of Sakarya Discovery or “Turkish delight at Black Sea” as @WoodMackenzie called earlier. Please join us,@mleventyilmaz and @EnesBayrakli, and enjoy Turkish delight with your Turkish coffee. #ongt

[Ed Cox @icislng]

Can China's rising LNG demand balance the Asian market this winter?

Join our ICIS webinar on Friday, 24 July at 10:00 London / 17:00 Singapore time.

https://t.co/Qc8flC1Dzh

#ICIS #LNG #Gas #China

[Ed Cox @icislng]

#US Sabine Pass #LNG exports to fall to a three-year low in June, according to ICIS analysis. Poor margins have triggered a wave of cancellations, with more expected in August.

Read the full analyst briefing here: https://t.co/G2WeMoovRR

[Ed Cox @icislng]

The Dutch #TTF near curve has fallen by 10% on Thursday morning to fresh record lows with key support levels breached. June '20 is trading at around $1.27/MMBtu. This is despite #ICIS reports of 30-40 US LNG cargoes cancelled for July.

[Ed Cox @icislng]

Piecing together the impact of the #coronavirus on global #oil, #LNG and #gas markets. Here's our ICIS video analysing what's happened so far: https://t.co/Ig5Wtdhcdt

[Ed Cox @icislng]

@HighnamAcademy Here's Sophie Cox, the strict Victorian school teacher!

[Ed Cox @icislng]

#ICIS Asian spot LNG prices on Wednesday saw the biggest daily price fall in almost two years. The lockdown in #India and force majeure at the Mundra terminal hit market sentiment. Indian buyers have deferred on some prompt cargoes. The market looks increasingly long!

[Ed Cox @icislng]

Free ICIS Webinar: Friday, 20 March at 3pm GMT/ 11am Eastern Time.

Global Gas Markets and the coronavirus: China’s response and Europe’s challenge.

The webinar can be accessed on Zoom at the scheduled time: https://t.co/35EWdnhDmC

[Ed Cox @icislng]

Here's out latest #ICIS podcast analysing the oil price drop and the impact on #LNG, gas and power.

[Patrick Sykes @pat_syk]

"A pandora’s box has been opened and it’s going to take months to close it"

Our podcast on what the recent #oil volatility means for #natgas, #LNG and #power markets

https://t.co/HarDDr1SsW
#ONGT #OOTT

[Ed Cox @icislng]

Razor thin margins for US LNG sellers - provides a good opportunity for BOTAS in Turkey

[Aura Sabadus @ASabadus]

#Turkey has been one of the largest buyers of US LNG in February as gas prices and shipping costs have been falling sharply. Incumbent #BOTAS has awarded tenders for March at a discount to the TTF. Only a few years ago it was buying at a premium to NBP/TTF. @icislng

[Ed Cox @icislng]

Asian spot #LNG prices have hit a record low. The #ICIS East Asia Index for March is now under $3.00/MMBtu, below the usual floor Dutch TTF #gas price. Activity will pick up in China as the extended holiday period ends but the global market will stay long