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Oil demand ramps up air miles
Jet fuel will play crucial role in oil consumption growth even with efficiency gains and environmental curbs, with geopolitical risks highlighting importance of plentiful stocks
Letter from the Middle East: Iran-Israel war risks dire straits
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US Markets
David Blackmon
14 April 2023
Follow @PetroleumEcon
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US industry could see second half of 2023 mirror the first

Top oil forecasters and industry signals at odds over market direction

Where will oil demand go in the second half of 2023? It has continued to rise steadily despite repeated predictions of its imminent peak and ultimate demise, but from where will the additional supply be derived? Will US shale again become a swing producer on the global market? And if so, will the member countries of Opec+ be willing to cut their production even further to offset any increase? These are the kinds of questions to which market observers have come to expect answers from the IEA and the US’ EIA. Unfortunately, for anyone looking for considered wisdom on the matter, those two reporting entities—the mandate of which is to compile accurate and useful information and share it with th

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Oil demand ramps up air miles
23 June 2025
Jet fuel will play crucial role in oil consumption growth even with efficiency gains and environmental curbs, with geopolitical risks highlighting importance of plentiful stocks
Letter from the Middle East: Iran-Israel war risks dire straits
23 June 2025
A blockade of the Strait of Hormuz would have reverberations that would sound around the world
Energy’s electric shock
20 June 2025
The scale of energy demand growth by 2030 and beyond asks huge questions of gas supply especially in the US
ADNOC eyes cross-border opportunities
20 June 2025
The Emirati company is ramping up its overseas expansion programme, taking it into new geographic areas that challenge long-held assumptions about Gulf NOCs

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