Insight
Oil and refining in a net zero world
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The global oil market faces an array of uncertainties including political risk; the timing of when oil demand peaks; how quickly demand declines once a peak is reached and the supply reaction to these demand and price uncertainties. Moreover, the timing of the energy transition is unclear. In this Insight, we present an outcome to these uncertainties—our global net zero scenario—and explore the implications for the global oil market and refining industry. Highlights of the Insight include: • Demand outlook under the net zero scenario and a comparison to our base case • The oil price outlook in the scenario and the implications for supply • What does this scenario mean for the refining industry and crude slate • Implications for the gross margin profile
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Oil and refining impact of US reciprocal tariffs – Update
This “reciprocal tariffs return” case reflects the outcome if Trump and bilateral trading partners fail to reach a trade agreement
$1,350
Insight
Monoethylene glycol in the crosshairs: Navigating the US-global tariff tangle
Analysis on the impact of tariffs on US and global MEG industry
$900
Insight
Oil and refining impact of US reciprocal tariffs
OPEC+ decisions and the supply reaction will also drive prices and global refining margins through crude oil light/heavy price differentials
$1,350
