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Mexico Virtual Briefing 2021
After the mayhem of 2020, the coronavirus side effects, regulation risk, and uncertainty remain on the horizon in Mexico. Despite this, upstream, o...
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...
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 ...
Crisis in Cushing?
Crude oil inventories at the important WTI pricing hub of Cushing Oklahoma are screaming toward operational minimums. In the month of October alrea...
Developments in Asia Downstream LNG
China, Southeast Asia and South Asia are the next frontier of global LNG demand. Throughout these regions, governments and private players are deve...
East coast Australia gas market demand scenarios
Eastern Australia's gas and power markets are experiencing radical transformation and are at the forefront of Asia Pacific’s energy transition. For...
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