Nigeria
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OPEC September Oil Market Report Summary
Published 11 Sep 2019 by -
EIA September Short-Term Energy Outlook summary
Published 10 Sep 2019 by -
Shale’s twilight hours
Published 9 Sep 2019
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Users licensed for the data service can access our global balances.The sharp rally in East of Suez sour crude prices opened the arb from the west, with several Urals cargoes heading east. But after weakening somewhat, Dubai, Oman and other eastern sours have started to recover as t.. -
Saudi restraint and US sanctions to keep OPEC oil exports rangebound
Published 9 Sep 2019 by -
We expect a short-lived increase in Nigerian gasoline imports starting in September
Published 6 Sep 2019 by -
Broken correlations
Published 2 Sep 2019
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Users licensed for the data service can access our global balances.We have rarely had a situation where the physical market has been extremely strong (with some crude differentials even at record highs and term structure consistently backwardated) for almost an entire year and flat.. -
Chinese LPG demand up y/y in July; festival season to support imports into early Q4 19
Published 28 Aug 2019 by -
Right said sour spread
Published 27 Aug 2019
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Users licensed for the data service can access our global balances.The continued drop in Iranian, Saudi and Venezuelan supplies has tightened sour crude markets so much that even as HSFO demand and cracks have started to falter ahead of IMO 2020, sour crude prices have rallied. Ven.. -
Weekly oil products update - One door closes, another opens
Published 23 Aug 2019 by -
Fundamentals August 2019
Published 22 Aug 2019
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Fundamentals is our monthly review of global oil data, this is the August 2019 edition.Crude oil balance:We have increased our Q2 19 build to 0.2 mb/d following a 0.1 mb/d downward revision to East of Suez runs.We have cut our Q3 19 draw by 0.3 mb/d to 2.1 mb/d amid unplanned refinery outages and.. -
Gone are those days
Published 19 Aug 2019
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The physical market continues to strengthen as the Atlantic basin crude overhang is all but gone and Chinese demand is returning for the September and October crude cycles. Moreover, the export arb from the US to Europe shut last week (at least on paper on a pure delivered basis). Weaker Forties.. -
Key agency forecasts
Published 16 Aug 2019
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The past two weeks have seen all three of the key agency forecasts published. Last week saw both the EIA publish its STEO (Tuesday) and the IEA the OMR (Friday), today OPEC released its MOMR. The collective prognosis from the three key agencies is that 2019 demand growth is disappointing, versus.. -
OPEC August Oil Market Report Summary
Published 16 Aug 2019 by -
Global arbs and trade flows
Published 14 Aug 2019
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Users can access global trade flows data through our data service. After falling to 44.3 mb/d in July, the lowest level since August 2017, global waterborne exports are expected to rebound only slightly by October. Although lower demand expectations and the escalating US–China trade wa.. -
The Jitterbug
Published 12 Aug 2019
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Macroeconomic jitters are governing oil markets in spite of robust micro fundamentals. Low OPEC production and increasingly limited upside risk to US production will continue to keep crude supplies tight, while crude stocks continue to fall worldwide, refining margins are healthy and all crude be..
Recent alerts
- Weekly oil products update: Tap dance 10 months ago
- Weekly oil products update: Tarred and feathered 11 months ago
- Nigerian gasoline market well covered ahead of February presidential elections 11 months ago
- OPEC loadings fell in December as Saudi cut exports; a further decline set for January 11 months ago
- OPEC loadings up in November on Saudi Arabia and the UAE boosting exports; to fall from December onwards 1 year ago
- Weekly oil products update: Gasoline swamp 1 year ago
- Iran's production baseline emerges as major stumbling block to OPEC+ agreement 1 year ago
- OPEC+ still working towards a new agreement 1 year ago
- Xi and Trump reach fragile truce on trade war; China to resume purchases of US crude, diverting cargoes from Europe 1 year ago
- Announcing an OPEC cut will be even harder than agreeing one 1 year ago
- OPEC November Oil Market Report Summary 1 year ago
- EIA November Short-Term Energy Outlook summary 1 year ago
- OPEC exports still down in October; negative trend likely to continue in November before a rebound in December 1 year ago
- Nigeria's gasoline import strength eclipsed by massive Atlantic Basin oversupply 1 year ago
- Weekly oil products update: 2011 redux 1 year ago
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