Macro oils outlook reports
Understand the global macro oils outlook with short-term and long-term forecasts. Mitigate risk and make strategic decisions with confidence using trusted intelligence from our experts. We're here to support your business with exclusive insights into the macro oils outlook.
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Macro oils outlook reports
Implications of our tariff scenarios for oil and refining
The oil market is contending with uncertainty over tariffs. Our 26 May 2025 Horizon report, Trading cases: tariff scenarios for taxing times, prese...
Canadian Oil Sands upstream summary
Canada's oil sands are one of the world's largest single petroleum deposits - estimated to hold between 1.5 and 2.5 trillion barrels of in-place bi...
Strait of Hormuz: assessing the risk for oil trade flows
The ongoing Israel-Iran conflict brings back a focus on the Strait of Hormuz as a key conduit for oil trade. From an oil market point of view, a ke...
Global oil supply short-term update - June 2025
The global oil supply monthly report provides analysis on short-term global oil supply. The written document is accompanied by a slide deck and rel...
Global oil cost curves and pre-FID breakevens H1 2025
This insight includes the key charts and conclusions from our most recent global breakeven analysis, which was updated in line with the Global Oil ...
Oil majors are reshaping their retail fuel portfolios – which markets are at risk of consolidation?
BP, Shell and TotalEnergies have all published plans to high-grade their global service station networks over the past couple of months. Euro Major...
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