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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...
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...
Iran's oil output: is there more upside risk?
Iran’s oil production has reportedly been rising in recent months, despite sanctions remaining in place. Iran’s oil minister has stated that produc...
Jiangsu gas markets long-term outlook H1 2015
Populous Jiangsu is forecast to account for over 9% of China’s GDP and a little over 9% of the country’s total electricity and gas. Growth has larg...
Leading the way in vehicle electrification: India’s electric two-wheeler outlook
India’s two-wheeler market currently faces a challenge of slower growth prospect as household ownership is expected to reach maturity in two years....
Macro Oils long-term outlook H2 2018: navigating structural change
Our H2 2018 Macro Oils long-term view remains relatively unchanged from our Spring outlook. The global oil market continues to grapple with the ris...
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