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Markets

3 publications

  1. US to Overtake Qatar as Top LNG Exporter in 2026 as Plaquemines Reaches Full Capacity

    With Plaquemines LNG reaching nameplate capacity, the United States is set to surpass Qatar as the world's largest LNG exporter, reshaping global gas trade and Canadian export ambitions.

  2. EV Demand Growth Slows: Refiners Revise Gasoline Outlook Upward for 2026

    Slowing EV adoption has prompted North American refiners to revise gasoline demand forecasts upward for 2026, extending the runway for internal combustion fuels in Canada and the US.

  3. Sanctions on Russian Oil: Urals Discount Narrows as Asian Buyers Consolidate Positions

    The Urals discount to Brent has narrowed sharply as Russian exporters refine sanctions workarounds and Asian buyers consolidate, with structural implications for Canadian heavy crude markets.