Product markets outlook reports
Discover the outlook for major product markets with short-term and long-term forecasts. Understand market fundamentals, emerging trends and opportunities with trusted data. Browse our product markets outlook reports to find the intelligence you need to maintain a competitive edge.
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Product markets outlook reports
Low-carbon hydrogen in refining: options and economics
About 65% of refinery hydrogen demand is met by hydrogen produced as a by-product of refinery processes. By-product hydrogen is less likely to be r...
Lower 48 cost curve: comprehensive oil supply coverage
The L48 liquids cost curve reached a floor in the previous two years, and now it’s moving upward. Levers that historically drove improvement like w...
Lower 48 cost outlook: what is the market telling us about 2020?
E&Ps across the Lower 48 benefited from a deflationary period over the past year. Costs fell for several important categories such as pressure pump...
Lower 48 long-term oil and gas supply outlook: H1 2023
Lower 48 supply is growing once again, but the pace is slower than prior expansions. Cost inflation, oilfield service constraints and capital disci...
Lower 48 oil supply: the Permian and the Rest
We have just released our latest Lower 48 oil supply view as part of the Macro Oils long-term 2021 outlook to 2050. After three consecutive forecas...
Lower 48 supply: impacts of evolving investor demands
Tight oil recently delivered its most prolific growth year ever. Why, then, have we just downgraded our long-term Lower 48 crude oil forecast for t...
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