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After several slow years for Latin America since the end of the global commodities super cycle, a settled oil price has spurred many countries into action in a bid to ent...
North Dakota's oil production fell to 1.032 million b/d (-8,500 b/d m-o-m) in June, in line with our forecast of 1.027 million b/d. We see July production flat. The EI...
Brent remains at c. $52/bbl as falling US inventories and rig counts indicate the market is tightening, though Hurricane Harvey has shut-in US refining capacity. The IEA...
Data on productivity improvements show Texas basin wells holding on to gains better than Bakken wells. North Dakota's oil production retreated to 1.040 million b/d (-1...
The active global LNGC fleet grew to 449 vessels since January 2017 whilst the order book shrunk from 117 to 111 vessels. LNG trade is experiencing an uptick y-o-y alth...
Falling US inventories and firm words after the OPEC/non-OPEC compliance meeting help lift prices, even as Ecuador announces it will leave the agreement. Brent has ris...
Offshore activity on the Norwegian Continental Shelf is continuing to recover. Spurred by recent exploration successes and a significant improvement in oil prices since J...
Download Abstract & Contents I...
Though more flexible than other sources of production, we argue LTO's ability to regulate production short-term is more limited than generally realised. North Dakota's...
With fear and loathing of the OPEC deal high in the market, we make the case that the deal has been a qualified success. Brent fell to c. $45/bbl in mid-June despite d...