In tandem with the release of our latest global dataset in the Oil Supply Tool we outline the key trends in our forecast to 2030. Included as appendices in this report are sections on breakeven costs for new production and the political assumptions behind our supply outlook. The analysis is based on the supply commentary within our latest market forecast, the Long Term Outlook published in our sister Macro Oils Service.
Table of contents
Russia and the Caspian
Asia and Oceania
OPEC Supply Capacity Outlook
Appendix 1: The marginal cost of new supply provides a floor for prices