Oil & Gas Sector Update - Lowering oil price forecasts on increased risks to global trade
Tougher US trade policies with China and potential retaliation could renew a trade war that weighs on global trade and oil consumption: US...
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Urea Sector - Medium-term outlook remains bright for DPM & DCM
We maintain our average Middle East urea price forecast for 2024F at USD320/tonne (-10.5% vs 2023 and ~20% higher vs the pre-COVID level). The...
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Oil & Gas Sector - Lowering 2024F Oil Price, Raising 2025F Forecast
We lower our average 2024F Brent oil price assumption by 3.6% to USD80/bbl. YTD to October 3, the average Brent oil price was USD82/bbl, slightly...
190 Views
Industry Report - Oil and Gas - Neutral - China's recovery holds key to growth
According to the International Energy Agency (IEA), global crude oil demand is forecast to increase to 103mnbd by 2mnbd (+2% YoY) in 2023.
308 Views
Global E&Ps: Energy Weekly Vol. 22
Oil PriceA seventh straight weekly drop for Crude Oil prices was seen last week, the longest losing streak in prices since 2015. WTI ended the week...
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