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Storing up trouble: how long can Nigerian production be sustained?
Nigeria’s oil producers are in a crisis the like of which even they have not seen before. That’s some claim for a country that has suffered dramati...
Sweden downstream oil country report
Sweden is a mature economy with a strong focus on renewable fuels and carbon reduction. Sweden's retail fuel market is highly consolidated, with th...
The dollar's weakening grip on commodity pricing
The US dollar dominates pricing and payments of energy and metals. But this could be about to change. Geopolitical and economic motivations for dro...
The growing threat of recession: implications for commodity demand
The global economy is expanding at a healthy pace, but risks are mounting. Trade conflict continues to escalate, while the strains of higher intere...
What’s the mid-term outlook for the refining sector after coronavirus?
Coronavirus has had a huge negative impact on the global economy and on oil product demand growth in 2020. Although our base case forecast shows de...
Will refiners be able to meet the diesel clean fuels regulations in Southeast Asia?
We expect a structural demand shift from high sulphur to low sulphur diesel in Southeast Asia as major regional economies are planning to introduce...
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