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Oil and gas markets Insights reports
Oil prices under a 2-degree scenario
What levels could oil and gas prices trade at under a 2 oC scenario? In this report we examine the potential pathways for oil and refining markets ...
Global short-term LNG demand tracker (Q1 2021)
A sharp winter price spike foreshadows what Asian LNG buyers will face in future, as the region’s dependence on Atlantic LNG grows in the years ahe...
Global short-term LNG supply tracker (Q1 2021)
Supplier price response is set to disappear, with focus turning to unplanned outages, maintenances and looming feedgas shortages. Global LNG supply...
Global short-term LNG supply tracker (Q2 2021)
Global LNG supply is expected to grow +20 Mt (+5.4%) in 2021. Year-on-year supply growth in April was the highest in a year, broadly on par with Ma...
Global short-term LNG supply tracker (Q3 2021)
Global LNG supply is still on track to grow +21 Mt in 2021. However strong differences in performance are emerging, particularly within the Atlanti...
Global Oil Cost Curves and Pre-FID Breakevens – updated H2 2020
The Oil Supply Team have updated their breakeven analysis using the H2 2020 Macro Oils/Oil Supply Tool Long term update. Breakeven costs are assign...
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