Gas and Power

Global gas and power markets are facing a period of unprecedented volatility and transformation. REA provides clients with data-driven insights to navigate these growing complexities, tracking the macro themes reshaping the energy landscape. Some of the core thematics we cover include:
The LNG Reshuffle: Tracking Europe’s pivot from Russian pipeline gas to US LNG and forecasting the long-term outlook for European gas demand.
Evolving LNG Pricing Models: Analysing the highly dynamic world of global LNG pricing, particularly the growing influence of Henry Hub. As the US solidifies its role as the marginal global LNG producer—projected to account for 30-35% of global production by 2030—the rise in Henry Hub-indexed contracts means TTF and JKM prices are increasingly shaped by US LNG dynamics.
Asia’s Energy Transition: Forecasting future gas demand as the region grapples with complex debates surrounding the future of coal, renewable integration, and energy security.
The AI Power Surge: Examining the massive energy requirements of power-hungry data centers and how hyperscaler strategies to ensure uninterruptible power supply (UPS) are directly driving increased demand for renewables and energy storage systems (ESS).