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North America crude markets short-term early May 2016
The early-May North America crude market monthly report provides our crude oil price outlook for the rest of 2016 and for 2017. We consider the imp...
North America crude markets short-term outlook September 2017
US crude runs fell from all time highs due to Hurricane Harvey's impact on US Gulf Coast refinery operations. The reduced demand in PADD III weighe...
Mountain Valley Pipeline (MVP) and shifting South Atlantic gas price dynamics
Inclusion of Mountain Valley Pipeline (MVP) permitting in the recently passed Fiscal Responsibility Act (FRA) suggest that relief is on the way for...
Reduced oil supply outages: an extra test for OPEC's strategy
Unplanned supply outages fell to 3.1 million b/d at the end of 2016, the lowest level seen since 2013, and a considerable drop from a high of 4.6 m...
Russia/Ukraine crisis: Recession risk and what it means for oil demand
The combination of Russia/Ukraine conflict impacts to the global economy and persistent inflation now raises the risk of a potential recession, par...
Short-term spike before mid-term doldrums: North America Gas Forum 2016
This year at our annual North America Gas Forum, we addressed the sharp transition we expect in natural gas markets, as demand outpaces supply next...
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