Commodities Weekly All good, for now … The prices of most commodities, with the exception of agriculturals, rose this week. Data showing strong Chinese import demand gave a boost to the prices of industrials, while a further drop in US... 14th July 2017 · 1 min read
Energy Watch Will US gasoline demand recover from its weak start? US gasoline prices have been volatile so far this year but have generally followed oil prices lower. This Energy Watch examines the prospects for US gasoline demand over the rest of this year and into... 14th July 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Crude oil stocks plunged last week by the largest amount so far this year. Another rise in refinery runs, in tandem with a decline in net imports, contributed to stocks falling below 500 million... 13th July 2017 · 1 min read
OPEC Watch OPEC output surges again Another surge in production in Nigeria and Libya boosted total OPEC production last month. Looking ahead, the group expects non-OPEC supply growth to accelerate next year. 12th July 2017 · 1 min read
Energy Focus What do advances in vehicle technology mean for oil demand? Advancements in fuel efficiency, an increasing number of electric vehicles and the introduction of automated vehicles should mean that demand for oil in developed countries peaks over the next decade... 6th July 2017 · 1 min read
Middle East & North Africa Economic Outlook Regional slowdown approaching a trough The slowdown in the Middle East and North Africa should bottom out in the second half of this year and growth is likely to strengthen in 2018-19. In the Gulf, the hit to headline GDP growth from OPEC... 5th July 2017 · 1 min read
Energy Chart Pack Have oil prices bottomed out? Oil prices fell for most of last month as rising production in the US and in some OPEC countries weighed on investor sentiment. However, falling US stocks and a slight dip in the number of US drilling... 4th July 2017 · 1 min read
Middle East & North Africa Chart Pack Politics rocks the Gulf Political developments have dominated the news in the MENA region this month. In Qatar, financial markets have sold off amid a diplomatic spat with regional powers. So far, though, the broader... 30th June 2017 · 1 min read
Energy Update Will US shale continue to flood the oil market? US shale production growth is likely to slow sharply towards the end of the year as the recent low prices cap the number of drilling rigs. What’s more, fewer efficiency gains will start to weigh on... 29th June 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Another rise in net imports contributed to a slight increase in crude oil inventories last week. At the same time, gasoline and distillate stocks fell in spite of weak demand for petroleum products. 28th June 2017 · 1 min read
Commodities Update Low volatility here to stay Volatility in commodity markets is likely to remain lower than average for the next year. The main exception could be the oil market where any change in tack by OPEC would cause sharp moves in prices. 27th June 2017 · 1 min read
US Economics Weekly Will falling oil prices knock the economy off course? The further drop in oil prices this week, to below $43pb, means that the recovery in mining investment seen in the first half of the year may be at least partly reversed in the second. That said, we... 23rd June 2017 · 1 min read
Emerging Markets Economics Update Winners and losers from the latest drop in oil Within the EM world, the main beneficiaries of the recent drop in oil prices are Korea, India, Turkey, and South Africa, while the biggest losers are the Gulf States, Russia and Nigeria. That being... 22nd June 2017 · 1 min read
Energy Update How low will oil prices go this time? Fears about unrelenting growth in US oil production have pulled down oil prices again, despite stocks beginning to fall. However, faster demand growth combined with OPEC’s production cuts should be... 22nd June 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Crude stocks fell again last week. However, production and net imports both rose. Meanwhile, higher demand prompted a fall in gasoline inventories. 21st June 2017 · 1 min read
Energy Update Oil demand to rise after a poor start to the year Global oil demand was disappointing in the first quarter of this year. Indeed, this is one reason why prices have continued to fall despite OPEC and some major non-OPEC producers extending their... 21st June 2017 · 1 min read
