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Global oil demand breaking records now and in the future
Despite market concerns regarding a weak global economy, global liquids demand growth has held up and is on track to reach an all-time high this ye...
North America gas short-term outlook: US gas production growth slowing down
By default, US gas production growth needs to slow down to avoid storage congestion – not only this injection season but next as well. Although sti...
North America gas weekly update: US gas production normalizes lower
An early July Permian production “head fake” higher has since normalized and assuaged market concerns that US gas production growth was acceleratin...
Ramping up pressure on Russia's tankers in the Black Sea
A Russian oil product tanker and naval vessel were targeted by Ukrainian drones in early August. CPC pipeline is a key export route for liquids and...
North America gas weekly update: Record US gas production
Power demand has ramped up and high export levels continue. However, has US gas production also ramped up to record highs? The jury is still out, b...
Macro oils short-term outlook: July 2023
Brent prices traded in the mid $70/bbl range in June as continued weak economic signals were balanced against OPEC+ supply cuts. In July, OPEC+ ann...
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