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Oil and gas markets Insights reports
North America gas: 2023 in review
As supply and demand rebalanced in the North American gas market in 2023, Henry Hub retreated materially from previously elevated levels. Robust US...
Oils & Refining briefing session: Defining a framework for the Energy Transition in the next decade
On 4 October 2021, we hosted the Oils and Refining focus day with 3 forums covering the topic “Defining a Framework for the Energy Transition in th...
On knife's edge: Fate of Canadian oil pipelines hangs in the balance
Our North American Crude Markets Service (NACMS) includes analysis of various supply nodes and forecast takeaway capacities for various regions. Th...
OPEC+ and UAE compromise points toward market stability
On 18 July, OPEC+ held an unexpected meeting to decide on production levels for August and the extension of the current agreement for 2022. The dec...
OPEC's options, price impact, US reaction
OPEC faces a dilemma: extend the existing production cut agreement and support price, or end the production cuts and watch prices drop. The dilemma...
Political risk and spare productive capacity
OPEC spare productive capacity is a crucial oil market indicator, showing how much production could be brought online if supply was curtailed by a ...
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