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.
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.
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 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.
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.
The Europe, Middle East and Africa Quarterly offers a quarterly detailed view on the region. The report provides comprehensive analysis of the EMEA region, examining key topics in depth and providing a detailed guide to regional supply, demand, trade flows and downstream capacity. The report provides a complete picture of the inter-connectedness of the EMEA region in terms of crude and product flows, investment and geopolitical impacts. Focus pieces delve into key issues that will impact the market in the near and medium term.
The North America Outlook is a monthly publication covering significant market developments across the region, with a particular focus on the implications for tight oil and oil sands. Regular sections include: North American production; regional trade flows; PADD-level US balances and their impact on regional grade differentials and WTI-Brent; Cushing balances and their impact on WTI structure; Permian balances; Northern Corridor balances; and regional refinery demand. Each month we will delve into topical issues affecting the market, including additional analysis on the Gulf of Mexico, Eagle Ford, Patoka and Western Canada. This publication is designed to be a comprehensive but concise guide to the North American oil markets, with a focus on the short and medium-term horizons.
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 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.
Key Themes provides Energy Aspect’s outlook for the development of crude oil and oil products markets in a pdf slideshow format. Easy to assimilate and available for use by clients in internal and external presentations (with due accreditation to Energy Aspects), this slideshow is published on a monthly basis.
Call, email, IM, meet. Contact our analysts for rapid response – explanations of analysis and comment requests. Attend our regularly held functions, events and meetings.
The Global arbs and trade flows service provides insights into developing trends in the physical oil market, assessing how changes to fundamentals and arbs will shape crude flows in the coming months. This partnership service with Kpler uses Energy Aspects’ proprietary global arbitrage models, building upon prompt and historical cargo flow data from Kpler to forecast forward flows on key routes. Included are historical and forecast data for flows by country in the key regions of Asia Pacific, North America, FSU, Latin America, the North Sea, the Mediterranean, the Middle East and West Africa.
The summary report condenses recent market insights and emerging trends into key digestible threads, starting with an overview of the global market and then splitting out into key developments in both arbs and flows in the sweet and sour markets.
The regional section of the monthly report provides much more in-depth insights into physical oil movements across the key exporting and consuming regions of the world.
E-mail alerts provide rapid insight into key events as they unfold and assess the potential impact on physical crude flows. For example, an E-mail alert may examine the likely consequences of a production outage in Libya or refinery outage in Mexico for regional supplies, flows and pricing.
The data service provides an easy access point to some of the key statistics and pricing underpinning the broader analysis within the Global arbs and trade flows service. There are three key categories of data: pricing/arbs, loadings/exports and arrivals/imports.
To order this new service from Energy Aspects, please contact your account representative or email firstname.lastname@example.org
The Global arbs and trade flows service is only available to companies that also subscribe to Energy Aspects’ Crude oil service.