Table of contents
Theme 1: US tight oil – how big and at what cost?
Theme 2: Tight oil vs deepwater - Why are deepwater costs taking so long to reset?
Theme 3: OPEC production cuts, strategy and political risk
Theme 1: Peak oil demand into transport?
Theme 2: Petrochemical feedstock demand is robust to 2035
Theme 3: Oil demand for petrochemical feedstocks