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Oil and gas markets reports
The threat to diesel from LNG trucking in China
There are growing concerns regarding China's trucking revolution, with LNG overtaking diesel. As we noticed, in the second half of 2023, the sales ...
Saudi Arabia could boost its NGL production in a big way – here’s why
Since the shale revolution, the US has been the top producer and exporter of natural gas liquids (NGLs) and is set to continue in the near future. ...
Global Oil Cost Curves and Pre-FID Breakevens – updated H2 2020
The Oil Supply Team have updated their breakeven analysis using the H2 2020 Macro Oils/Oil Supply Tool Long term update. Breakeven costs are assign...
The Balticconnector outage: what is the short-term impact in Finland and the Baltic Region?
The pipeline connecting the gas transmission networks of Finland and Estonia was taken offline on 8 October following an unusual pressure drop owin...
Global oil cost curves and pre-FID breakevens H2 2023
This insight includes the key charts and conclusions from our most recent global breakeven analysis, which was updated in line with the Global Oil ...
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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