Insight
Energy Snapshot: Industry themes - December 2018
This report is currently unavailable
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
OPEC's decision to cut production is in line with our most recent forecast, which predicts an oil price of $66 for 2019. This is on the back of a stronger supply outlook, Iranian exports expected to be above 1 million b/d in 2019, and cuts from Alberta. US Lower 48 production will be a key contributor to global production growth. We asses the portfolios of the Permian players highlighting their relative quality and depth, along with their hedging positions. Partnering with our sister company PowerAdvocate, we provide a deep-dive into Permian costs. The deepwater cost curve continues to fall encouraging a recovery and a stable investment outlook. Meanwhile the big names are preparing for a bumper year of Discovered Resource Opportunities, as Brazil and Qatar offer licences. Asian LNG buyers are active and we currently expect less tightness in the short term Asian market Finally, we look at how the majors are preparing for Energy Transition.
Table of contents
- Living with oil price volatility
Tables and charts
This report includes the following images and tables:
What's included
This report contains:
