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Non-OPEC supply at US$50 Brent in 2025 and 2026
With oil prices falling in early April, this question is back: What will happen to supply in a low oil price world? To address the issues raised in...
Oil and refining impact of US reciprocal tariffs
On 2 April, President Trump issued sweeping tariffs by executive order with a minimum rate of 10% applied to all trade partners, with some economie...
China’s coke crunch
Recent regulatory changes in China's Shandong province have disrupted petroleum coke production, particularly affecting independent refineries. Hig...
Global refinery closure threat update 2025
Although oil demand keeps growing post 2025 outpacing global capacity additions and keeping refining margins healthy, the risk of refinery closure ...
Global refinery closure threat update 2025 (full data access)
Although oil demand keeps growing post 2025 outpacing global capacity additions and keeping refining margins healthy, the risk of refinery closure ...
Kenya retail fuels long-term outlook
Transport fuels make up 90% of Kenya’s oil product demand. Gasoline and diesel demand is forecast to grow alongside a rapidly expanding passenger c...
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