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North Dakota's oil production increased to 1.085 million b/d (+38,000 b/d m-o-m or 4%) in August, ahead of our forecast, as legacy well decline rates flattened. We see le...
Brent has steadily recovered to ultimately breach $60/bbl in October after a sharp sell-off at the end of September from highs of $59.09/bbl. Clashes in the Kurdish reg...
North Dakota's oil production increased to 1.047 million b/d (+15,000 b/d m-o-m or 1.5%) in July, ahead of our forecast. We forecast August production higher, reflecting...
Brent has risen to c. $58/bbl in September as IEA demand forecasts increase, while geopolitical risk threatens 500,000 b/d of Iraqi supply. Our demand forecast remains u...
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...