Insight
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8 Pages

Global Trends: what to look for in 2016


Global Trends: what to look for in 2016

Report summary

For the energy industry, a volatile and uncomfortable year lies ahead. 2016 begins with oil prices under renewed pressure, a result of OPEC's apparently open-ended strategy of maximising supply. Gas and coal prices are also at multi-year lows. In this Insight, we consider five critical macro themes to watch over the next 12 months:
  • China's pivotal year as the country enters a new, more mature phase of growth;
  • Geopolitical tension - a volatile Middle East could lead to yet more pressure on oil prices;
  • What could stop the commodity cycle from turning? 2016 could see OPEC members shifting focus to maintaining individual market shares;
  • Low tide for commodity-producing economies. Low prices and interest rate normalisation in the US are putting pressure on emerging market commodity producers through 2016;
  • Corporate – a year of survival. Radical action is needed to balance the books, and companies will need to start adapting to sustained low commodity prices.

What's included?

This report includes 1 file(s)

  • Global Trends: what to look for in 2016 PDF - 290.66 KB 8 Pages, 0 Tables, 4 Figures

Description

This Macroeconomics and Global Trends Insight report presents our research on this key topic, and draws out the implications for economies and commodity markets.

This report delivers a clear understanding of our unique global economic outlook and identify risks and uncertainties to watch out for.

Wood Mackenzie's global trends and macroeconomic analysis underpins all our commodity demand analysis, ensuring we continually deliver an integrated and consistent view.

Our comprehensive understanding of commodity markets gives us a unique insight into the pace of global development and the risks associated with it.

  • Executive summary
  • OPEC, Federal Reserve and COP21 frame 2016
    • Global CO2 limits could constrain hydrocarbon demand over the long term
  • China's pivotal year
  • Geopolitics: rising tension in the Middle East, Europe under pressure, US elections
  • Oil, gas & coal: what could stop the cycle from turning?
    • Oil, gas and coal marker prices, January 2013 - December 2015
  • Macroeconomics: low tide for commodity producers
    • Emerging market commodity producer currencies have weakened significantly
  • Corporate: the year of opportunity, or the year of transformation?
    • Global power capacity addition rates, 2001 - 2015

In this report there are 4 tables or charts, including:

  • Executive summary
  • OPEC, Federal Reserve and COP21 frame 2016
    • Global Trends: what to look for in 2016: Image 1
  • China's pivotal year
  • Geopolitics: rising tension in the Middle East, Europe under pressure, US elections
  • Oil, gas & coal: what could stop the cycle from turning?
    • Global Trends: what to look for in 2016: Image 2
  • Macroeconomics: low tide for commodity producers
    • Global Trends: what to look for in 2016: Image 3
  • Corporate: the year of opportunity, or the year of transformation?
    • Global Trends: what to look for in 2016: Image 4
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