Macro oils outlook reports
Understand the global macro oils outlook with short-term and long-term forecasts. Mitigate risk and make strategic decisions with confidence using trusted intelligence from our experts. We're here to support your business with exclusive insights into the macro oils outlook.
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Macro oils outlook reports
Strait of Hormuz: assessing the risk for oil trade flows
The ongoing Israel-Iran conflict brings back a focus on the Strait of Hormuz as a key conduit for oil trade. From an oil market point of view, a ke...
Lower 48 long-term oil and gas supply outlook: H1 2024
Significant new drilling will be needed to offset base production declines and meet growing demand. By the early 2030s, the Lower 48 will add 10 mi...
Global oil supply short-term update - June 2025
The global oil supply monthly report provides analysis on short-term global oil supply. The written document is accompanied by a slide deck and rel...
Global oil cost curves and pre-FID breakevens H1 2025
This insight includes the key charts and conclusions from our most recent global breakeven analysis, which was updated in line with the Global Oil ...
Europe energy storage investment outlook 2025
This report explores both the contracted and merchant revenue landscapes of energy storage projects in Europe, mapping out viable routes to market ...
How geopolitics is redefining China’s oil imports
China is recalibrating its crude import strategy as the sanctions, tariffs, and shifting alliances disrupt global crude flows. The return of US max...
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