Tagged With Opec
The IEA is now much more bearish on 2018 than Opec
15 December 2017
The latest forecasts from the IEA and Opec offer very different pictures of the oil market next year
Opec: The rollover
14 December 2017
The cuts were extended—but with a built-in escape hatch and implicit threat to other producers
Opec's Venezuelan supply problem
8 December 2017
It's hard to see how the Opec-non-Opec agreement would survive a steep decline in Venezuelan oil output in 2018
Opec and non-Opec agree a rollover, with caveats
1 December 2017
Cuts extended to end-2018, but with a built-in escape hatch—and an implicit threat to other producers
Opec can only disappoint the market
29 November 2017
Many cutters are now sceptical of the need to keep cutting and a watered-down deal will be followed by weaker compliance in 2018 anyway
Oil's well—for now
28 November 2017
Experts differ on when oil demand will peak but agree we're accelerating towards it
India's new oil-supply strategy
27 November 2017
The arrival of the first shipment of US crude to the country signals a new era in US-Indian relations. It also sends a clear message to Opec that the world's third-largest consumer has other supply options
Now what for the Opec deal?
20 November 2017
Opec has brought global crude stocks to heel. But its job is far from over
Another heave for Opec
17 November 2017
Opec must extend its deal or face another sell-off. Then it needs to find an exit strategy
Can oil's rally last?
10 November 2017
Physical tightness and geopolitics suggest so. But price threats are lurking
The paradox of energy security
2 November 2017
Efforts to secure the flow of energy often do the opposite, reinforcing injustice and historical resentments, argues a new book
Iran's great opening
31 October 2017
Iran's risks lie above the ground. Below it, a wealth of opportunity awaits careful investors
Storage fundamentals turn
20 October 2017
A shift in most oil markets from contango to backwardation is changing the outlook for the global storage business
Oil prices—is the worst over?
17 October 2017
Supply-demand balances are tightening and sentiment is turning, but the next two quarters will be decisive
Refiners should expect the unexpected
22 September 2017
Trend spotting is easier said than done in the refining sector
End of a golden era for refiners?
22 September 2017
Refiners may struggle to keep making the profits of recent years, but there's life in the sector yet
US shale—more where that came from
15 September 2017
America's shale industry is showing few signs of slowing down this year
Russia's greenfields ready and waiting
1 September 2017
Russia's greenfields hold abundant cheap reserves. How long can its companies resist the cash flow they offer?
Venezuela's combustible crisis
30 August 2017
President Nicolás Maduro's power grab has plunged the nation deeper into despair. What's the end game?
PdV’s cash concerns
15 August 2017
The Venezuelan company's plunging revenues show it is still struggling with lower prices and falling output
Algerian change—again
8 August 2017
A lack of leadership continuity in Algeria's energy sector is a product of the FLN's struggle to retain political power
Indonesia treading water
31 July 2017
The government wants higher oil production. The prospects are dim
Cracks in the US shale recovery?
27 July 2017
Oil bulls shouldn't get too excited about those capex cuts yet
Gulf members try to shore up Opec's credibility
26 July 2017
But a pathway out of the cuts is still not clear
What will Russia do?
24 July 2017
The country's big producers have met most of the terms of the deal with Opec. But patience with the cuts is wearing thin
What can Opec do?
24 July 2017
The supply deal is stuck in limbo—the cutters have complied but stocks remain high and prices weak. What now?