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Delayed Energy Transition Oils: A Crude Awakening?
The energy transition is facing numerous hurdles even as progress is made in some corners of the global energy balance. One outstanding achievement...
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...
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...
Karakuduk
Karakudukmunai (KKM), a fully-owned subsidiary of Sinopec, operates the Karakuduk oil field in southwest Kazakhstan.Karakuduk oil production peaked...
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