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Global liquids supply outages peak at 4.6 million b/d
Unplanned supply outages spiked in May and much of June 2016, taking over 4.6 million b/d off the market, the highest level in recent history. The ...
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...
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 ...
Global oil demand breaking records now and in the future
Despite market concerns regarding a weak global economy, global liquids demand growth has held up and is on track to reach an all-time high this ye...
Global short-term LNG supply tracker (Q1 2021)
Supplier price response is set to disappear, with focus turning to unplanned outages, maintenances and looming feedgas shortages. Global LNG supply...
Global short-term LNG supply tracker (Q1 2022)
How 2022 is shaping up: The two new projects expected in 2022 (Sabine Pass Train 6 and Calcasieu Pass LNG) have exported their first cargo in Q1. T...
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