FEATURE ARTICLE May 2023
Rules For Thee But Not For Me: Russian LNG vs. Gas

Despite the sanctions upon sanctions placed on Russia by European and western-aligned nations, Russia’s LNG exports to Europe have hit new records. While gas pipeline supply has been largely cut off and oil languishes under a US$60/bbl price cap, LNG out of Russia continues to grow stronger than ever as Europe’s need for fuel circumvents the political arena.

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FOCUS August 2022
Supply Chain Struggles

AME’s Asian Composite LNG price forecast for the September quarter is US$38/MMBtu. Prices for LNG jumped 48% in mid-June after a fire at Freeport LNG and have continued to a steady climb as gas supplies to Europe dwindle, with the AME Asian Composite LNG averaging US$39.4 in July.

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ECONOMIC OVERVIEW September 2023
Slightly Quieter

AME is modelling a slightly quieter resources pricing environment as actual commercial risk, and importantly, the permanent perception of risk is fast changing due to a plethora of structural changes.

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PRICE UPDATES September 2023
Keep current with the industry

Covering contemporary changes in production, engineering costs, risk and
returns. Our engineers and analysts monitor project developments, visit
operations and talk to producers to reflect these changes. This helps to
keep you current with the actual heartbeat of the industry.

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DAILY BRIEFING September 2023
The latest intelligence

The latest energy and metal intelligence on investments, innovations and production.

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