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July 2018
All The President's Mentions
What Trump's Tweets Tell Us About Oil

North Dakota's oil production nears record in April at 1.225 million b/d (+63,000 b/d m-o-m), ahead of our forecast of 1.182 million b/d (or +20,000 b/d m-o-m). We see p...

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OMS-1 Oil Market Snapshot
June 2018
OPEC, allies, agree to be "less compliant"

Brent at $77.37/bbl on 27th June, up from $73/bbl in the wake of the OPEC and allies agreement return to 100% compliance with existing production targets in the near futu...

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June 2018
EIA and Rystad forecasts compared

North Dakota's March oil production dipped to 1.162 million b/d (-12,000 b/d m-o-m), slightly below our forecast of 1.172 million b/d but in line with expectations of low...

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