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Political risk and spare productive capacity
OPEC spare productive capacity is a crucial oil market indicator, showing how much production could be brought online if supply was curtailed by a ...
Guangdong LNG potential and opportunities
Gas plays an important role for Guangdong to achieve its carbon peak goal. Multiple policies support its long-term demand growth. Its LNG demand wi...
Global oil cost curves and pre-FID breakevens - March 2024
This insight includes the key charts and conclusions from our most recent global breakeven analysis, which was updated in line with the Global Oil ...
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 ...
Houston Oil Market Briefing presentation 2024
The oil industry is beset by uncertainty around the course of the energy transition, investment levels, the strength of economic growth and geopoli...
North American NGL Infrastructure Databank – July 2024
This report tracks existing and planned NGL infrastructure including gas processing facilities, fractionation, NGL pipelines, and NGL export capaci...
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