Research
EU refiners set for gradual revival on vaccines, capacity cuts
A gradual recovery in EU refiner profitability is the scenario we envisage amid continued travel restrictions, with further refining-capacity reductions and vaccine rollouts the key determinants.
Article
U.S. big oil lags behind greener Europe rivals
A new Bloomberg ranking shows European firms invest a lot more in renewable energy and carbon-capture technology than American Big Oil.
Article
Is it time for U.S. gas end users to rethink their hedging strategies?
U.S. natural gas production is at the end of a 15-year boom. Driven by technical and efficiency improvements in shale gas extraction and cheap capital.
Article
Metal bulls, it's not a super-cycle yet
High hopes for a greener economy and recovering demand are pushing up bellwether commodities. That doesn’t mean there’s enough to sustain years-long gains.
Research
Commodity supercycle? Tech innovation says good luck with that
This year is shaping up as a key test for buoyant commodity prices, and we expect a dynamic similar to the pre-pandemic one -- with supply elasticity to overwhelm demand, on the back of advancing technology.
Research
Welcome to green digital supercycle where selectivity is a must
We're at the early stages of a new green-digital supercycle, but unlike the prior outcome in China, our analysis suggests it will pay to be selective.
Article
Air, land and sea: Resurgent oil demand?
Oil market executives offered their insights into the current state of the oil markets, the post-pandemic oil demand recovery, and the future of oil markets through the rest of 2021 and beyond.
Research
Big oil brethren Chevron, Exxon Mobil charting opposite paths
U.S. oil majors Exxon Mobil and Chevron walked in lockstep for years, but that's poised to change this decade.
Market Analysis
Chinese demand and better trade relations fuel new highs for U.S. corn
Corn is boasting its best performance against commodity peers in four decades as China rebuilds hog herds wiped out by the African swine fever, feeding them with imported U.S. grain.
Market Analysis
Soybean oil beats crude amid China demand and Brazil crop losses
China’s insatiable demand for soy coupled with torrential rain causing crop losses in Brazil concerns farmers in the South American nation and the U.S, the world’s two leading soybean oil producers.