Macro oils outlook reports
Understand the global macro oils outlook with short-term and long-term forecasts. Mitigate risk and make strategic decisions with confidence using trusted intelligence from our experts. We're here to support your business with exclusive insights into the macro oils outlook.
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Macro oils outlook reports
US gasoline demand decline: which North American region is most at risk?
North American refining economics will hinge on the extent of gasoline demand decline. The US rate of growth was essentially zero in 2018; with lar...
US Independents - How strong, for how long?
High-growth business models in the US, and unconventionals in particular, are being tested as access to capital becomes tougher. We have examined t...
US Independents: stay flat cash flow framework
The strategic imperative for US E&Ps now is to deliver cash to shareholders through the cycle. Yet only a handful of independents entered the downt...
US Independents; cost of debt and arbitrage in tight oil
After years of financial under performance, tight oil is facing higher cost of capital. More specifically, debt financing costs are on the rise. So...
US LNG cargo cancellations: who is most at risk?
More than 20 companies have contracted for nearly all US LNG capacity. Normally, these could be expected to lift around 60 to 70 LNG cargoes per mo...
US Lower 48 upstream: 5 things to look for in 2020
What does 2020 hold for the US shale sector? We outline key trends to keep watching, inflection points to understand, and experimental projects to ...
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