US ends Iran sanctions waivers: volatile summer ahead
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- No waivers: Partial adherence
- No waivers: Zero exports
- Response from Saudi Arabia
- New concern injected in market: OPEC spare capacity
- Help from Russia?
- US consumers pay the price
- Impact on Iran’s production/shut-ins at fields
Tables and charts
This report includes the following images and tables:
- Iran liquids production under partial adherence
- Iran crude and condensate exports under partial adherence
- Comparison of global implied supply/demand balance in 2019
- OPEC spare crude production capacity
- US average retail gasoline prices through April 2019
What's included
This report contains: