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  • Insight

    Transport in transition: the role of fuel efficiency

    • 31 May 2018

    Assessing the impact of fuel efficiency improvements on global oil demand

    $2,500.00

    Summary

    Improvements in vehicle fuel efficiency are a key driver of oil demand destruction to 2030. Standards for light vehicles span multiple countries and regions, which together account for almost 75% of global gasoline sales. Light vehicle fuel efficiency improvements in Europe, the US, China, and India alone account for 2.4 million b/d of demand lost by 2030. However, our estimate of the impact of fuel efficiency improvements through time are risked since government policies and their enforcement are subject to change. In this report, we assess the impact from fuel efficiency on oil demand, including: • CAFE standards in the US – what is under review? • EU standards – how will the new targets impact demand? • China's CAFC standards – how does the new dual credit scheme affect implementation?

    What's included

    This report contains

    • Document

      Transport in transition - the role of fuel efficiency.pdf

      PDF 1.53 MB

  • Insight

    Global economic outlook Q2 2018: how far will growth fall?

    • 30 May 2018

    Global economic headwinds have increased in early 2018, but will this continue? We expect only a slight slowdown in 2018-19.

    $950.00

    Summary

    The global economy entered 2018 on a high, but momentum has since waned. We expect the wobbles in early 2018 to be short lived. A full-blown trade conflict between China and the US is a risk but still an outside one; both sides have too much to lose and relatively little to gain. The US economy is growing at a healthy pace, and we don't expect inflation to rise much above the Fed's 2% target. Interest rates will rise, but at a pace the markets should be able to handle. And as the US dollar resumes its slide, emerging markets will breather a little easier. Our global economic outlook is positive for the next couple of years, but risks are weighted to the downside.

    What's included

    This report contains

    • Document

      Global economic outlook Q2 2018: how far will growth fall?

      PDF 318.48 KB

  • Commodity Market Report

    Global exchange rate outlook Q2 2018

    • 28 May 2018

    Wood Mackenzie's latest forecasts on the key exchange rates.

    $700.00

    Summary

    Exchange rates have a critical impact on the cost structure of the resource industry. To improve clarity on the macroeconomic forecasts that underpin our commodity analysis, Wood Mackenzie publishes regular updates and forecasts on the currencies that impact the markets we look at. We forecast bilateral exchange rates by assessing fundamental drivers, including interest rate differentials, relative economic growth rates, productivity of the tradable goods sector, and the current account balance.

    What's included

    This report contains

    • Document

      Exchange Rate Forecast Q2 2018.xls

      XLS 175.00 KB