THE COMMODITY PICTURE

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Kayrros newsletter

How badly decayed is Venezuela’s oil infrastructure?

Dilapidated storage tanks provide a window into the extent of the country’s challenges.   Venezuela’s functional storage tanks are at roughly 80% of their…

US tight oil production is at risk of decline, geospatial data shows

The U.S. shale industry’s long streak of “doing more with less” may be running out of road. Kayrros geospatial data show that reductions in…

Turning point for U.S. solar

From boom to uncertainty: The U.S. solar market faces a turning point   US solar developers have stepped on the brakes, Kayrros data shows….
Tanks

The Cliff

What the Edmond model says about Saudi Arabia’s play for market share   OPEC’s move to speed up planned production hikes in the face…

LNG outages take the market by surprise

Qatar takes the market off-guard with delayed maintenance   Spring maintenance at the giant Ras Laffan LNG complex (Qatargas and RasGas terminals) finally started…
LNG

Waiting for the Wave

Is the long-awaited wall of LNG supply finally on its way?   Satellite monitoring shows new LNG trains around the world are finally making…