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Oil and gas markets Insights reports
Oil prices under a 2-degree scenario
What levels could oil and gas prices trade at under a 2 oC scenario? In this report we examine the potential pathways for oil and refining markets ...
Oil’s limited role in the current energy crunch
The oil market is not exactly experiencing a supply crunch the same way natural gas is. For oil, fear of a future supply shortage, rather than an a...
On its way down? Where next for China’s crude storage?
After several years of strong growth, the Chinese government’s appetite to further expand its SPR storage capacity is cooling down. Furthermore, wh...
OPEC+ dilemmas ahead of its 26 November meeting
When OPEC+ meets on 26 November, it faces the dilemma of a market with weaker oil prices compared with the highs seen in October. Despite relativel...
OPEC's Nov 30 meeting: Letting go of market share strategy
The year long effort from OPEC to agree on production restraint has culminated in an agreement to cut its output by 1.2 million b/d effective 1 Jan...
Canadian LPG exports - well positioned to grow from here on out
With drilling activity in the WCSB expected to grow in liquid rich acreages, the supply of Canadian NGLs is also set to follow a similar trajectory...
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