Energy markets outlook reports

Understand global energy markets with short-term and long-term forecasts. Make better decisions and identify business opportunities with trusted data from our experts. We're here to provide intelligence on the energy markets outlook and support effective decision-making.

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Energy markets outlook reports

Insight

North Field–South Pars: from the world’s largest gas resource to global markets

The 2026 Middle East conflicts have struck at the heart of global gas supply. Qatar’s North Field and Iran’s South Pars have both sustained damage,...

Insight

China’s 15th Five-Year Energy Plan and Action Plan for Carbon Peaking: implications for the natural gas sector

In June and July 2026, China released the 15th Five-Year Plan for Constructing a New-type Energy System and the Action Plan for Carbon Peaking Duri...

Commodity Market Report

Russia and the Caspian product markets short-term outlook October 2024

This monthly update incorporates crude runs and product-by-product supply-demand balances through to end-2026 for Russia and the Caspian. Within th...

Insight

Conflict scenario: Iran War sparks a global race for energy security

This conflict scenario models a potential outcome where sustained geopolitical instability, whether in the Middle East or elsewhere, compels a radi...

Commodity Market Report

Russia and the Caspian product markets short-term outlook September 2024

This monthly update incorporates crude runs and product-by-product supply-demand balances through to end-2026 for Russia and the Caspian. Within th...

Insight

Energy Pulse: The US oil industry is consolidating as growth slows

Oklahoma City has taken a couple of blows this month, with two of its leading oil and gas companies, Devon Energy and Expand Energy, announcing the...

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