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Collapsing demand sets the terms in the battle for market share
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
We gathered the questions from both Macro Oils webinars on 7 April 2020 and have provided succinct answers here. These questions and answers address several issues of interest to our clients. We grouped the questions by key topic, including: • Demand – what are our assumptions and the downside risks to demand? • Supply – will higher prices affect US Lower 48 crude and condensate production? • Crude trade – what are the implications of these market developments on crude trade? • Crude oil storage – is there enough storage capacity for the oversupply? Are we near capacity? • IMO – what are the implications for the new IMO compliance regime?
Table of contents
- Demand
- Supply
- Crude Trade
- Crude Oil Storage
- IMO
Tables and charts
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What's included
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