Energy Snapshot: Industry Themes - October 2014



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Report summary

In this month's energy snapshot we look at the continued development of US tight oil in particular the EOR upside potential where we estimate an additional 1.5 to 3.0 million b/d to our base case forecast pending changes to the crude export ban. Additionally we examine the evolving tight oil landscape in China and Russia which may offset declines in legacy fields. We also highlight regional gas market outlooks global met coal prices our view on company upstream valuations and more.

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    Energy Snapshot - Industry Themes - October 2014.pdf

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