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Saudi-Russian oil market leverage adapts to US actions

Location:

RUSSIA/OPEC

US energy policy has pushed Saudi Arabia and Russia closer together, leading to a level of cooperation inconceivable four years ago. Their leadership and coordination on such key…

Iran's return to energy market will alter Asian trends

Location:

ASIA

The impact of the Iran deal on Asia's energy outlook.

Global demand dynamics will keep oil price low

Location:

INTERNATIONAL

This would feed an already oversupplied market, exacerbating the contango market structure, with prices for future delivery exceeding spot rates. Prices have not returned to their…

Fiscal squeeze will slow Iraq oil sector expansion

Location:

IRAQ

The impact of a fiscal squeeze on oil sector investment.

Canadian oil sands production will rise despite risks

Location:

CANADA

The global oil price crash has been particularly brutal to Canada's oil sands which have some of the highest costs in the industry. While existing projects are going ahead, the…

Oil price moves have limited impact on wider inflation

Location:

INTERNATIONAL

In reality, the oil price has less influence on inflationary trends and expectations today than in earlier decades, partly because central banks have greater credibility and…

Prospects for the oil market in 2024

Location:

PROSPECTS 2024

This is likely if the Chinese and US economies slow as expected and the trade recovery disappoints. The much more bullish OPEC forecasts would see OPEC+ able to return some supply…

New route could derail US Keystone XL pipeline

Location:

UNITED STATES

The Keystone XL extension is a major new proposed oil pipeline project, with implications for US-Canada trade (at a time of uncertainty surrounding NAFTA negotiations), Canadian…

US shale driller confidence will lag oil price rally

Location:

UNITED STATES

Prices have risen 84% from their February lows, raising questions about when US oil producers might return to output growth. The issue is key for oil markets, which are watching…

Prospects for fossil fuels to end-2020

Location:

PROSPECTS

This is the minimum level needed to sustain government spending in many hydrocarbon-exporting economies. Gas markets have proven more resilient to the economic disruption of…