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Global alumina refinery asset cost summary
The Global Alumina Asset Summary examines the cost environment in the base year as well as historically and forward five years. The latest cost upd...
Energy Efficiency Benchmarking For Refining - India's Case Study
Indian refineries are under increasing pressure to curb carbon emissions, with a US$50/ton carbon price potentially reducing net cash margins by up...
IMO 2050 Outlook for global marine fuels, July 2025
This insight presents our latest base case outlook for marine fuels to 2050 and explores some of the emerging issues as the International Maritime ...
China's current crude stockpiling support to the oil market is set to fade
China's historical surge in oil demand has spurred major investments in refining and storage infrastructure. However, a structural shift is underwa...
Implications of our tariff scenarios for oil and refining
The oil market is contending with uncertainty over tariffs. Our 26 May 2025 Horizon report, Trading cases: tariff scenarios for taxing times, prese...
Strait of Hormuz: assessing the risk for oil trade flows
The ongoing Israel-Iran conflict brings back a focus on the Strait of Hormuz as a key conduit for oil trade. From an oil market point of view, a ke...
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