News

Global lng shipping dynamics: key market signals for 2026

AEG Market Intelligence — 2026 Edition Executive Summary Global LNG shipping enters 2026 with a structurally altered landscape defined by constrained canal access, volatile freight markets, elevated tonne-mile demand, and the continued realignment of Atlantic–Pacific trade flows. The rapid expansion of US LNG export capacity, combined with European regasification growth…

Green ammonia & hydrogen market intelligence: strategic outlook for 2026

AEG Market Intelligence — 2026 Edition Executive Summary As global decarbonization mandates accelerate, green ammonia and renewable hydrogen have emerged as two of the most strategically important energy carriers entering 2026. The regulatory environment—shaped by the EU ETS, FuelEU Maritime, IMO emissions trajectories, and Asia’s expanding energy-transition policies—continues to increase…

Ai-driven commodity procurement: transforming market visibility in 2026

AEG Market Intelligence — 2026 Edition Executive Summary Artificial intelligence is becoming an essential component of institutional commodity procurement as global markets enter an era defined by volatility, fragmented supply chains, and rapid regulatory change. The increasing complexity of logistics, diversified sourcing routes, unpredictable freight markets, and evolving decarbonization requirements…

Refined product arbitrage insights: cross-regional pricing themes to watch in 2026

AEG Market Intelligence — 2026 Edition Executive Summary Global refined product markets enter 2026 with an increasingly complex pricing structure shaped by regional imbalances, evolving freight dynamics, regulatory pressures, and shifting demand patterns across the Atlantic Basin, Middle East, and Asia. Arbitrage windows remain a defining feature of physical trading,…

Institutional energy risk management: frameworks for a volatile 2026 market

AEG Market Intelligence — 2026 Edition Executive Summary The global energy market enters 2026 with elevated volatility across financial, physical, and regulatory dimensions. Rapid shifts in trade flows, corridor disruptions, tightening logistics, and the acceleration of energy-transition policies have fundamentally altered the risk landscape for institutional buyers, procurement desks, and…