Cutting through the noise

  • We are inundated with news and data on the oil markets on a daily basis. It is difficult to keep up with all the information flowing in, and even harder to distinguish the signal from the noise.
  • The Viewsletter provides you an independent and concise analysis of the week's most important developments and trends in the oil markets, so you are not only on top of what's most relevant, but have an informed opinion on the topics that matter to you.
  • We connect the dots for you. Oil markets are complex; they are influenced not only by supply-demand fundamentals, but also by the financial markets, macroeconomic trends, geopolitics, and alternative energy. We incorporate all these, so that you have the benefit of a multi-dimensional view.
  • Use our time, experience and expertise to your advantage: We monitor dozens of globally reputed newspapers, magazines, online publications and social media discussions on a daily basis and talk to industry professionals across the supply chain, job profiles and geographies. We bring to bear our more than two decades of experience providing energy markets intelligence on available information to take you straight to the end-point, so that you can understand better today, and prepare well for tomorrow.

Oil Viewsletter - 23 June 2017

OPEC: Time for an emergency meeting?

Brent and WTI are in bear territory, having crashed 22% from the year's highs. You can call crude over-sold, you can put it down to technical and algorithmic trading. But you can't ignore the fact that it is more than just fickle, volatile sentiment this time: the OPEC/non-OPEC cuts may be removing up to 1.7 million b/d from the market, but the growth in US, Libyan and Nigerian output is putting more than 1.5 million b/d back, leaving net reduction at less than 200,000 b/d. OPEC and its non-OPEC collaborators are in a corner, but if the Saudi and Russian energy ministers stand behind their “whatever-it-takes” pledge of last month to rebalance the markets, the time has come to deepen the cuts. It won't be easy, but it is not impossible and a far more suitable option for OPEC than admitting defeat.


Oil Viewsletter - 16 June 2017


The Permian Basin is the star of the US shale sector, but it has less than half the average rig productivity rate as the remaining three major oil-producing shale regions. It is also suffering an acceleration in legacy decline rates — output lost from older producing wells. The Permian loses about 1 million b/d of output from such decline roughly every seven months. Yet, its production has been surging, helped by an aggressive addition of oil drilling rigs, and oil producers funnelling increasing amounts of investment into the basin. But thanks to the aforementioned characteristics, the region, despite having some of the lowest breakeven costs, would be especially vulnerable to any pull-back in spending resulting from lower crude prices. That would severely dent the US’ overall oil output growth.



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