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  • Inform

    Petrobras' plans to shake up Brazil's refining market

    • 26 April 2018

    Petrobras plans to sell majority stakes in four refineries with a total capacity close to 850 kb/d..

    $900.00

    Summary

    Petrobras plans to sell majority stakes in four refineries with a total capacity close to 850 kb/d. By splitting Brazil into five regional hubs Petrobras hopes to foster regional competition and reduce the risk that refined product price controls are reinstated in the future. The Northeast and Southern hubs, equivalent to 25% of the market, would be controlled by the new investors. The plan also opens the door for investment to improve operating performance, particularly in the RNEST and RLAM refineries. This proposal is part of a broader divestment and business realignment strategy. Downstream divestments will further reduce leverage and increase the company's E&P weighting

    What's included

    • Document

      Petrobras' plans to shake up Brazil's refining market

      PDF 993.26 KB

  • Insight

    IMO 2020 Updated analysis of the marine fuel sulphur changes

    • 09 April 2018

    The forthcoming change in IMO regulations on the quality of marine bunkers, impacts the mix of fuels consumed by the shipping sector in 2020

    $5,000.00

    Summary

    The change in IMO regulations on the quality of marine bunker fuel impacts the mix of fuel types consumed by the shipping sector in 2020. This insight summarises our latest view on the impact of this change, providing an update on the article published in August 2017. We have made a downward revision to our scrubber penetration rate in 2020, although we still expect a ramp up in the number of scrubbers installed post-2020, particularly in the new build market. Our base-case outlook also assumes higher compliance and higher availability of ULSFO in 2020, although many uncertainties remain surrounding the implementation path for the global sulphur cap. The insight provides our latest forecasts for bunker fuel prices and crude differentials consistent with our H2 2017 Brent price forecast and global refined product imbalances. We also present further work in relation to the pricing and availability of ULSFO, assessing supply from pure ULSFO streams as well as blending with VGO.

    What's included

    • Document

      IMO 2020 Insight, April 2018.pdf (1)

      PDF 1.94 MB

    • Document

      IMO 2020 - data and charts, April 2018.xls

      XLS 458.50 KB

    • Document

      IMO 2020 Updated analysis of the marine fuel sulphur changes

      ZIP 1.86 MB

  • Commodity market report

    Iraq product markets long-term outlook H2 2017

    • 31 January 2018

    Wood Mackenzie's outlook for the fundamentals of the Iraq oil products market.

    $4,750.00

    Summary

    Wood Mackenzie's outlook for the fundamentals of the Iraq oil products market.

    What's included

    • Document

      Iraq.xls

      XLS 2.89 MB

    • Document

      Iraq product markets long-term outlook H2 2017

      PDF 241.60 KB

    • Document

      Iraq product markets long-term outlook H2 2017

      ZIP 1.04 MB

    • Document

      Executive summary

      PDF 81.64 KB

  • Commodity market report

    Norway downstream oil long-term outlook

    • 23 February 2018

    Our long-term outlook on the Norway's downstream oils market

    $6,750.00

    Summary

    Oil product supply from Norway’s two refineries exceeds domestic demand, making Norway a large net exporter of refined products and setting inland market prices at export parity. Norway’s fuels market is highly-concentrated, with the top four companies supplying over 85% of demand. DCC Energy acquired ExxonMobil's Esso branded retail fuels chain in 2017, further fragmenting Norway's downstream supply chain, and there are no longer any integrated refining and fuels marketing players in Norway. Shell sold its fuels marketing businesses to St1 in 2015 and Circle K sold its aviation fuel supply division to Air BP in 2014. We expect gasoline will continue to gain against road diesel on a percentage of fuel consumption basis, but demand for the major transportation fuels in Norway remains in structural decline over the longer-term, as engine efficiency gains and electric car penetration erode gasoline and diesel use in this mature economy.

    What's included

    • Document

      Norway downstream oil long-term outlook

      PDF 860.41 KB

    • Document

      Executive summary

      PDF 80.08 KB

    • Document

      Demand

      PDF 132.57 KB

    • Document

      Policy and regulation

      PDF 78.76 KB

    • Document

      Trade

      PDF 125.48 KB

    • Document

      Market structure

      PDF 178.37 KB

    • Document

      Margins

      PDF 132.25 KB

    • Document

      Infrastructure

      PDF 471.96 KB