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1 – 10 of 615Prices 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…
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DOI: 10.1108/OXAN-DB211205
ISSN: 2633-304X
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Geographic
Topical
Exploration, substitution and component minimisation will adapt supply to demand over time, but new supply chain risks will emerge, owing to narrow supply bases and long lead…
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DOI: 10.1108/OXAN-DB262107
ISSN: 2633-304X
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Geographic
Topical
May prices are still high by historical standards but a mix of lower European consumption and weak Chinese demand has calmed fears of a huge supply shortfall, which caused a price…
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DOI: 10.1108/OXAN-DB279490
ISSN: 2633-304X
Keywords
Geographic
Topical
The strength of demand will be crucial but is highly uncertain: one of the three leading oil market forecasters expects it to grow by 1.5 million barrels per day (b/d) while…
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DOI: 10.1108/OXAN-DB273727
ISSN: 2633-304X
Keywords
Geographic
Topical
Crude inventories have fallen mildly in the second half of 2021, but the modest demand recovery obliges producers to practise restraint. Quota compliance is a concern for OPEC+…
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DOI: 10.1108/OXAN-DB258020
ISSN: 2633-304X
Keywords
Geographic
Topical
Markets have largely taken Red Sea trade disruption in their stride. Increased non-OPEC supply is expected this year, leaving the major uncertainty around the impact on demand of…
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DOI: 10.1108/OXAN-DB284853
ISSN: 2633-304X
Keywords
Geographic
Topical
COVID-19-related disruptions to the mining supply chain.
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DOI: 10.1108/OXAN-DB252405
ISSN: 2633-304X
Keywords
Geographic
Topical
Demand for battery components.
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DOI: 10.1108/OXAN-DB230500
ISSN: 2633-304X
Keywords
Geographic
Topical
These include equipment manufacturing and critical metals. The United States and allied governments see this dominance as a security risk and are taking steps to reduce it. The…
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DOI: 10.1108/OXAN-DB270564
ISSN: 2633-304X
Keywords
Geographic
Topical
The rebound in demand from the pandemic slump should keep the market in deficit, supporting current price levels. However, in 2022, demand growth is expected to slow, while supply…