Bakken-Monitor-November-2016

  • North Dakota's oil production fell to 981,038 b/d in August from 1.030 million b/d in July (-49,000 b/d m-o-m) below our forecast of 1.013 million b/d
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OMS-October-2016

  • Brent held above $50/bbl for most of October as expectations of an OPEC production freeze at November’s meeting buoy the market, with OPEC’s agreement in p...

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LMS-October

  • The global LNGC fleet grew by 4 vessels to 432 whilst the order book shrunk from  133 to 129 vessels due to the continuous lack of new orders
  • Despi...

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Bakken-Monitor-October-2016

  • North Dakota's oil production rose to 1.030 million b/d in July from 1.027 million b/d in June (+3,000 b/d m-o-m) beating our forecast of 1.001 million b/d

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OMS_September 2016

  • Speculation ahead of the OPEC/Russia meeting on 27th September saw Brent volatile with fluctuations in $45-$50/bbl range
  • Market sentiment was genera...

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Bakken-Monitor-September-2016

  • North Dakota's oil production fell to 1.027 million b/d in June from 1.047 million b/d in May (-20,000 b/d m-o-m, in line with our forecast of 1.032 million b/...

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OMS-August-2016

  • Brent closed at $50.95/bbl on 18th August as speculation over an OPEC production freeze lifted prices but inventory builds prompted a retraction to around $49/...

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Bakken-Monitor-August-2016

  • North Dakota's oil production rose slightly to 1.047 million b/d in May from 1.041 million b/d in April (+6,000 b/d m-o-m, in line with our forecast of 1.045 m...

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OMS_July_2016

  • Brent remains off its June highs as economic uncertainty from recent geopolitical events and a refined products glut weigh on prices
  • We forecast Bre...

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LMS_July-2016

  • We expect at least 6 newbuilds to enter the market this year
  • The global LNGC fleet grew by 1 vessel to 428, the order book by 1 vessel to 133
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