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Forward Intelligence

Damage to Gulf infrastructure, painful Asian crude slate reconfiguration and rising US swing supply will have multiple repercussions on a structurally tight oil product market in the medium and longer term
‘The ‘Great Inventory Drain’ is pushing the oil system close to its operational bottom with severe consequences for fuel rationing, demand destruction and stock rebuilding

Letters

Americas

Argentina’s national energy champion is entering the most transformative phase in its modern history as it accelerates its shift from domestic supplier to globally competitive shale and LNG exporter

Asia Pacific

EMEA

The major is pushing into Central Asia, where declining production in Uzbekistan and underexplored areas of the Ustyurt Plateau have created a new opening for IOCs

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