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1503, 2024
DPP Export Dynamics in the AG
Following on last week’s note highlighting export dynamics in the [...]
803, 2024
Crude and Product Import/Export Dynamics
Top-line fundamentals show a tightening crude balance in Saudi due [...]
2302, 2024
OPEC Production Cut Scenario Analysis
As we approach the next OPEC meeting on April 3rd, [...]
2601, 2024
Brief Red Sea Scenario Analysis
The tensions in the Middle East have driven up the [...]
1201, 2024
Libya’s Force Majeure
Protests in Libya continue to keep approximately 300,000 b/d of [...]
501, 2024
OPEC vs Non-OPEC – The Upcoming Year
The new year has the potential to feature a shifting [...]
1512, 2023
Developments in the Red Sea
Shipping and logistics majors A.P. Moller-Maersk and Hapag-Lloyd have ordered [...]
812, 2023
Dangote Refinery Developments
A Suezmax tanker carrying 950,000 barrels of Agbami crude from [...]










