Crude oil

The oil service, led by Amrita Sen in London, covers global crude oil markets. Clients, ranging from trading houses and major producers to hedge funds and government ministries, rely on our analysis to understand the complexities of world oil markets.

Perspectives 

This is our flagship weekly publication, combining commentary on key market themes with the latest data releases. Every Monday, Perspectives provides unparalleled information, analysis and views on the issues influencing prices, whilst exploring themes that will shape the future of the market. Perspectives also offers detailed quarterly supply-demand balances by key regions and countries, comparing them to IEA, EIA and OPEC Secretariat benchmarks. It also includes a database of large upcoming upstream projects.

 

Fundamentals

This monthly data review provides in depth analysis of oil and oil products fundamentals over the last month. The publication combines all of the data releases from the last month by key supply and demand regions and countries, with coverage including China, the US, FSU, India and the Middle East. Fundamentals offers a comprehensive overview of supply and demand, inventories and prices, and analysis of significant trends and themes. 

 

 

Data review

Data reviews explore the fundamental supply and demand data by country or key agency reports, combining the latest data releases with our extensive models. Data reviews provide an instant update of key data releases, for example North Sea and OPEC oil supplies, Chinese trade data, Petroleum Supply Monthly with US data revisions, and the weekly US EIA data release on inventories. Each data review comes with a brief commentary, easy to navigate table summaries, and key charts.

 

E-mail alerts

We provide rapid insights into how market events and policy developments will influence the oil market. E-mail alerts offer a short summary of the event/development as it happens, together with any implication for balances and our market outlook. Example topics include Brent spreads, geopolitical flare-ups, OPEC meeting summaries, policy and subsidy changes and the fallout from IAEA announcements.

 

Middle East and Africa Quarterly

The Middle East and Africa Quarterly offers a quarterly detailed view on the region. Significant regional issues and emerging trends are comprehensively analysed, using our knowledge and contacts. In addition to the political aspect, this report also studies the domestic demand and subsidy picture of the main countries of the region, which has emerged as a key centre for growth in the oil and gas markets. The publication also discusses the region’s contribution to global oil supply.

 

 

North America Quarterly

The North America Quarterly covers all important aspects of the region, with a particular focus on the implications for shale gas and oil. Regular sections include updates on takeaway capacity, Cushing balances and their impact on WTI, regulatory changes, technological developments in the field of shale, regional price and grade differentials and regional refinery updates. Each quarter, focus pieces delve into key issues impacting the market. This publication is designed to be the most comprehensive guide to the North American oil markets.

 

     Asia Pacific Quarterly

The Asia Pacific Quarterly provides detailed analysis of Asian crude and product markets along with the economic and political trends shaping demand and supply patterns in the region. Each quarter, focus pieces delve into key issues that will impact the market in the near and medium term. Regular sections provide a comprehensive overview of the macroeconomic and political dynamics; developments in the downstream and their implications for crude and product trade flows, SPR builds, refinery runs and yields, as well as the outlook for the region’s crude oil production.

 

In Focus

In Focus pieces explore an individual topic in detail, comprehensively examining its implications for the market. In Focus reports contain detailed analysis of the topic alongside extensive data. Examples include detailed analysis of US shale oil, the marginal cost of production, forecasts for oil balances in the coming years, the changing world of crude spreads, the outlook for oil products like diesel and fuel oil, and the future development of key consumer countries like China.