Perspectives - 3 days ago
Perspectives is our flagship weekly publication on oil, providing unparalleled information, analysis and views.
The football World Cup has left many around the world heart-broken (ex. France), much like the feeling oil bulls are going through as Brent spreads flirt with contango. The timing mismatch between the loss of Iranian production and rising output in the GCC and elsewhere, particularly light sweet..
Fundamentals - 3 weeks ago
Fundamentals is our monthly review of global oil data, this is the June edition.Our 2018 balances have not moved much since last month, despite OPEC deciding to raise production in H2 18. This is partly because we had already factored in 0.5 mb/d of more GCC and Russian production in H2 18 vs H1..