Trick or trade
By downloading this report, you'll discover:
- The impact of Russian export risks, OPEC+ policy uncertainty, and shifting Asian crude demand on global oil balances and pricing.
- Recent US and European product market disruptions, including refinery outages and evolving trade flows, and their effects on gasoline and diesel spreads.
- The outlook for natural gas and LNG markets, with a focus on
European storage,
Asian demand recovery, and
US LNG feedgas growth.
- Key
geopolitical and
macroeconomic developments shaping energy markets, from US–China trade policy to potential US military action in Venezuela.
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Recent insights
We still expect Exxon's 6 Mtpa Golden Pass LNG Train 1 to load two cargoes in March, aligning with the company’s comment today that it expects first LNG in March.
Market drivers for 2026 and beyond: Venezuelan sanctions; tensions in Iran; OPEC+ targets; Chinese stock builds; and other factors influencing global oil balances.
Join us on 29 January at 15:00 GMT (10:00 EST) for our 2026 Oil Market Outlook webinar, where you will hear our latest views on global crude and products markets.
