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Oil and gas markets reports
China gas and power month in brief-September: heading into a tight winter market
China’s gas demand and LNG imports surged dramatically in August. As the weather gets colder and new demand emerges from fuel switching, the natura...
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 ...
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 oil demand: 5 risks in 2018
2018 will be a pivotal year for the global oil market. From a macroeconomic standpoint, the impact of policy changes in the US and China are in foc...
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