Richard Mallinson

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Richard leads analysis of geopolitics, international affairs and energy policy. The Middle East and North Africa region is his primary focus. Richard is a senior policy professional with more than six years experience working with central government functions in both the UK and Australasia. He has a deep understanding and track record of impact in all aspects of policy-making. He has written articles for a range of publications including MEES and the Oxford Energy Forum and regularly comments on geopolitical events affecting the energy markets. Richard holds a BA in Politics and International Studies from the University of Warwick and is a member of the Royal Institute of International Affairs (Chatham House).

Recent publications

  • | OPEC oil data – Mar 2017

    We estimate OPEC production fell m/m by 0.42 mb/d to 32.47 mb/d in March, the lowest since April 2016. These figures include 0.73 mb/d of Indonesian production. This raised compliance among the 11 countries covered by the production deal to a record 123%, up from 100% in February. Over Q1 17, we est..

    1 week ago - Read more

  • | Key agency forecasts

    Over the past week the key agency forecasts have been published. The EIA STEO was released Tuesday, OPEC published MOMR yesterday and the IEA published OMR this morning. Across the three key agencies, 2017 demand estimates have started to diverge again, with EIA expecting growth of 1.5 mb/d, simila..

    1 week ago - Read more

  • | A high maintenance market

    Full Q1 17 tanker tracking data show OPEC exports have fallen by 1.5 mb/d relative to October 2016. Moreover, the first indications that the rebalancing has begun are also now available. Q1 17 crude stocks have built by less than 0.3 mb/d, compared to 1.1 mb/d in Q1 16, even though refinery works we..

    2 weeks ago - Read more

  • | Fundamentals

    As global LNG prices began to come back down to earth in February, demand across many of the key importing countries increased accordingly. Chinese LNG imports fell m/m in February to 2.37 Mt but remained higher by 0.52 Mt (28%) y/y. LNG demand may have benefitted from a brief cold spell in Eastern..

    3 weeks ago - Read more

  • | MENA – Feb 2017

    Demand for LNG in the Middle East and North Africa came in at 0.83 Mt in February, marginally lower m/m but still 0.15 Mt higher y/y. While demand is still growing, it faces a number of headwinds in 2017 that will slow the pace of expansion relative to the last two years. Egypt was once again the ma..

    3 weeks ago - Read more