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Canadian wildfires weaken natural gas demand but mask strengthening market fundamentals
We estimate 1.1 million b/d crude oil production has been shut-in so far, taking away 1 bcfd of gas demand along with it for a few days in May. How...
Macro Oils short-term outlook: September 2021
The 1 September 2021 OPEC+ meeting results were not a surprise to the market, or to our short-term analysis. We continue to factor in a rise in pro...
Global oil cost curves and pre-FID breakevens - updated H2 2022
This insight includes the key charts and conclusions from our most recent global breakeven analysis, which was updated in line with the Global Oil ...
Will the growing Russian crude surplus clear into Asia?
"Self-sanctioning" from European, Japanese and South Korean refiners has resulted in surplus of Russian crude in the market. This has already led t...
Webinar: North America Crude Markets long-term outlook
As the post-Covid-19 recovery gathers momentum, so do questions around the North American market landscape going forward. How will Lower 48 focused...
On the road again: Where will US gasoline demand go this summer?
US gasoline demand is poised to break above the 9 million b/d mark for the first time since the onset of the Covid-19 pandemic. The vaccination pro...
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