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    OIL MARKETS RESEARCH
    Monthly Oil Check: Simmering Supply Tensions Set the Stage for 2022
    Demand fits will continue but be transient and only make temporary dents in the overall price trajectory. We are shifting most of our focus to supply, and whether a combination of Opec-plus and adequate investment elsewhere will be able to meet demand prospects for the next several years (with adequate inventories). We see growing discomfort, which is why we are raising our price outlook for coming years and remain firmly above consensus and the curve.
    Mon, Sep 13, 2021
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Our global network of experts monitors, analyzes and interprets the latest developments and trends across the energy industry, to deliver actionable intelligence.
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Amena Bakr
Chief Opec Correspondent
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TJ Conway
Director, Energy Transition Research
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Monica Enfield
Managing Director, Research and Advisory
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Casey Merriman
Editorial Director, Western Hemisphere and Head, Competitive Intelligence
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Director, Oil Markets Research
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Latest Podcasts
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  • Oil Markets: Iran and Inventory Focus Heating Up
    With summer winding down, we are shifting our focus on global oil markets to Iran/JCPOA discussions and whether ongoing inventory drawdowns will sustain through year end. In our latest Oil Markets podcast, Abhi Rajendran, Oliver Klaus and Julien Mathonniere discuss our latest views on key supply and demand drivers, and our latest outlook for oil prices.
    Tue, Sep 14, 2021
    OIL MARKETS SERVICE
    Tue, Sep 14, 2021
  • Competitive Intelligence: How To Operate Shale Efficiently
    US shale companies have become some of the most efficient businesses in the market today, producing mountains of free cash flow and rewarding investors. Despite their unwavering commitments to capital discipline, some are even seeing their production volumes grow. Energy Intelligence experts dig in to how companies have accomplished this, what the next steps in their strategies are and how long the run of returns will last.Hosted by: Casey Merriman, Editorial Director, Western Hemisphere and Luke Johnson, Deputy Editor, Energy Intelligence Finance
    Tue, Aug 31, 2021
    COMPETITIVE INTELLIGENCE SERVICE
    Tue, Aug 31, 2021
  • Energy Transition: Carbon Pricing Special: Navigating Through the Fog
    Carbon pricing is gaining momentum, with a patchwork of approaches prevailing. Energy Intelligence experts epxloain some of the key things to watch in this podcast.Hosted by: Ronan Kavanagh, Deputy Editor EI New Energy and Lauren Craft, Editor EI New Energy
    Fri, Jul 30, 2021
    ENERGY TRANSITION SERVICE
    Fri, Jul 30, 2021
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