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MEG market implications from coal and energy policies in China
The MEG market in China has been fluctuating wildly since the impact of “dual control” policy intensified in mid-September. In the Dalian Commodity...
The EU’s carbon border tax: aluminium trade at risk, steel sheltered
The EU Commission is set to propose a carbon border adjustment mechanism in June. In metals, steel and aluminium are the top two carbon emitters. T...
US upstream week in brief: Q4 2020 archive
The US week in brief report highlights the need-to-know events from US upstream. It is a rolling document, continuously updated with our own analys...
China product markets long-term outlook H1 2019
China (excluding Hong Kong) was deficit in LPG, naphtha and fuel oil and surplus in gasoline, jet fuel and diesel/gasoil in 2018. We expect China t...
China: 2019 in review and outlook for 2020
Despite unique challenges, China managed expectations in 2019. Trade tensions with the US, declining car sales, rising pork prices and unrest in Ho...
Saudi Arabia product markets long-term outlook H2 2018
Saudi Arabia is a large exporter of LPG and naphtha primarily driven by large contributions from non-refinery supply sources. Middle distillates ar...
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