Brazil
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EIA July Short-Term Energy Outlook summary
Published 9 Jul 2019 by -
Brazil oil data – May 2019
Published 2 Jul 2019
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Brazilian total liquids output increased y/y by 0.12 mb/d to 2.83 mb/d in May (the first gain in four months), led by crude production, which rose to a record 2.73 mb/d (+0.13 mb/d m/m). Pre-salt led the crude growth, rising to 1.67 mb/d (+0.2 mb/d y/y), driven by the Buzios field where output ha.. -
Trade draws
Published 1 Jul 2019
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The US-China trade truce and OPEC+ set to agree to a nine-month extension to their output cuts should help ease concerns of an impending oversupply in the oil market, at least for now. So far this year, the supply side has done all the heavy lifting to keep crude markets tight, offsetting weak de.. -
Monthly Long-term update: June 2019
Published 28 Jun 2019 by -
Crazy high supply
Published 28 Jun 2019
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The extremely high levels of LNG supply into the market continue, though the expected new terminals have yet to make an impact in 2019. While we have often discussed the supply side this year, the much-anticipated new trains have finally started to make an appearance, with Australia’s 3.6 M.. -
Latin America
Published 27 Jun 2019
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Growing pipeline imports and domestic production continue to curb LNG demand in Latin America, adding to the super bearish sentiment gripping global gas markets. In Q3 19, we peg Latin American LNG at a hefty 1.3 Mt less y/y. Argentina will lead the declines as Vaca Muerta output grows, while the.. -
Medium term Brazilian supply forecasts lowered due to pre-salt underperformance
Published 27 Jun 2019 by -
2019 Brazilian supply forecast lowered again as pre-salt systems have underperformed
Published 26 Jun 2019 by -
Fundamentals June 2019
Published 24 Jun 2019
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Fundamentals is our monthly review of global oil data, this is the June 2019 edition. Crude oil balance: Our Q1 19 crude oil balance has flipped from a small draw in last month’s Fundamentals, to a 0.1 mb/d build. The swing was predominantly driven by North American supply, with production.. -
Weekly North American NGLs update: The return of the cracker
Published 20 Jun 2019 by -
Death or glory
Published 17 Jun 2019
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The oil market has shrugged off escalating geopolitical tensions in the Middle East and chosen to focus on recessionary fears instead. While demand has weakened globally, it is important to note the difference between a complete economic capitulation versus a slowdown in global growth. Using the.. -
Key agency forecasts
Published 14 Jun 2019
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This week the key agency forecasts have been published. EIA published STEO on Tuesday, OPEC it’s MOMR yesterday and the IEA published OMR this morning. This month saw the IEA publish, for the first time, detailed 2020 numbers for both demand and non-OPEC supplies. The IEA’s report con.. -
IEA June Oil Market Report Summary
Published 14 Jun 2019 by -
Global arbs and trade flows
Published 13 Jun 2019
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Users can access global trade flows data through our data service. Micro-balances will drive crude movements in the months ahead, even as weaker refinery margins, demand uncertainties from the trade war, and the upcoming IMO 2020 implementation will be in the driver’s seat for now. The.. -
OPEC June Oil Market Report Summary
Published 13 Jun 2019 by
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