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Oil and gas markets reports
Oil prices in a 1.5-degree world
In this report, we present the implications of our Accelerated energy transition 1.5-degree scenario on the global oil industry. The scenario exami...
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+ solves the riddle of the oil market
After the OPEC+ 4 June announcement, Brent prices initially rose that evening. However, the increase was short lived due to persistent market conce...
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