Keep me logged in FORGOT PASSWORD

Oil - Perspectives

The backup plan

Perspectives is our flagship weekly publication on oil, providing unparalleled information, analysis and views. This edition was published 6 Jul 2015

Improving Atlantic Basin crude fundamentals come as macroeconomic headwinds are rising—be it in the form of the collapse in the Chinese stock market, Greece’s potential exit from the Eurozone or a stronger dollar. So downside risk to Brent flat price persists. Even the Brent structure, which has strengthened due to various cargoes heading to Asia, Eastern Canada, USEC and the Med, is unlikely to head much higher, given the still high level of inventories. What would change this is either m... Read more

We are publishing this special report to highlight our analysis of Iran’s upstream sector, which first appeared in the June Middle East Quarterly. The Iran nuclear negotiations are currently taking centre stage in global oil markets. Before a deal has even been concluded, there is much speculation about the implications it would have for the region and wider world. Some in Washington hope it could lead to normalised relations between Iran and the West, and somehow stabilise the Middle East. I...
Read more

While global prices continued to add modest value over the month, the reality is that prices into northeast Asia stayed in the 7-8 $/mmbtu range. Even if prices were biased to the top end of that range, they remain depressed ...
Read more

The Middle East Quarterly provides a comprehensive analysis of the region, examining key topics in depth and providing a detailed guide to regional supply, demand, trade flows and downstream capacity across the Middle East an...
Read more

The question is always production, and in June the answer is, as always, complicated. On the one hand, the EIA’s June STEO report remained firmly upbeat about production levels retaining their steady march of m/m increases....
Read more

The slow start to the injection season has meant European gas markets are starting June with 19 bcm less gas in storage than the same time last year. This suggests the market has its work cut out to get storage back to a reas...
Read more