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Featured reports

Commodity Market Report

Macro Oils long-term outlook H1 2018: peak demand, supply resilience, and rising geopolitical tension

R.T. Dukes

What are the key themes that will shape the global oil market to 2040?

$11,750

31 May 2018

Macro Oils long-term outlook H1 2018: peak demand, supply resilience, and rising geopolitical tension

Insight

US tight oil: refreshed supply curve and breakeven benchmarking

What do Lower 48 breakevens look like now and how have they changed since last update? We've updated our cost curves to showcase the trends.

$1,350

18 July 2018

US tight oil: refreshed supply curve and breakeven benchmarking

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Most popular reports

24 August 2018

US-China trade row and implications for China's energy sector

Insight

US-China trade row and implications for China's energy sector

China's power demand will be affected but the impact remains manageable

$950

13 August 2018

Turkish lira crisis: what it means for energy markets and commodities

Inform

Turkish lira crisis: what it means for energy markets and commodities

The Turkish lira is down over 40% against the dollar year to date. What are the implications for energy markets and commodities?

$700

19 September 2018

North Sea private equity playbook: US$13 billion on hand for future M&A

Insight

North Sea private equity playbook: US$13 billion on hand for future M&A

Who are the new kids on the blocks? We look at the PE-backed start-ups that have shaken up the corporate landscape in the last few years.

$1,350

26 June 2018

Global copper long-term outlook Q2 2018

Commodity Market Report

Global copper long-term outlook Q2 2018

Over the medium term, new mine supply still needs to be sanctioned if it is to keep pace with the market’s demand requirements 

$9,100

20 June 2018

Global thermal coal long-term outlook H1 2018: navigating through the energy transition

Commodity Market Report

Global thermal coal long-term outlook H1 2018: navigating through the energy transition

Three conflicting trends will drive thermal coal markets: growth in power demand, environmental concerns, and cost of coal alternatives.

$9,100

12 July 2018

Can Sub-Saharan Africa compete with the US upstream investment boom?

Insight

Can Sub-Saharan Africa compete with the US upstream investment boom?

Spending has halved since 2014 as investors have piled-into the phenomenon of US tight oil. So is it all bad news for Sub-Saharan Africa?

$1,350