Tagged With Ehsan ul-Haq
The many faces of China’s oil demand
30 April 2025
While economic weakness and the electric vehicles trend have hit oil demand growth, petrochemicals and jet fuel show more nuanced changes across the barrel
Sustained low oil prices could kill production for years
22 April 2025
Modest downward revisions to 2025 supply belie the longer-term damage to E&P from a weaker oil market
Trump’s energy policy paradox
14 April 2025
US consumers are not likely to see gasoline prices fall to Trump’s ‘beautiful number’, at least if the president also wants to encourage more drilling
The never-ending role of hydrocarbons: Part 3
10 April 2025
Technology, policy and narrative are the three biggest factors that could change the course of our 2050 outlook
The never-ending role of hydrocarbons: Part 2
9 April 2025
A rising global population and greater urbanisation will mean increasing demand for energy, but what will be up and down in the mix? Petroleum Economist looks out to 2050 again in the second part of our long-term outlook
OPEC compliance improves amid market share threat
9 April 2025
The surprise decision to bring on extra supply has coincided with better quota conformity from laggards in the group, Petroleum Economist analysis shows
The never-ending role of hydrocarbons: Part 1
8 April 2025
Oil’s resilience and gas’ growth will continue to define the global energy mix into 2050, according to Petroleum Economist analysis, but that does not have to spell doom and gloom for sustainability
Dangote must face energy security home truths
26 March 2025
Nigeria’s mega-refinery is traversing the world in search of crude for the majority of its needs and may well export large swathes of its products
Oil flows in flux
20 March 2025
Tariffs, sanctions and trade conflicts are upending the oil market, impacting crude differentials and shipping rates and creating uncertainty
OPEC+ supply ramps up in February
11 March 2025
Iran, Iraq, Venezuela, Nigeria and Kazakhstan all add significant volumes as core OPEC-9 feels the strain of compliance
Canada to play key role in oil supply growth
10 March 2025
Oil sands will be complemented by conventional and shale output growth and supply opportunities improved by the Trans Mountain Pipeline, but the tariff threat remains
Norway may have already reached peak oil supply
7 March 2025
Castberg may not be enough to offset declines in other fields, while its vastly different quality has far-reaching implications for buyers
Latin America’s evolving crude outlook
13 February 2025
New supply from Argentina, Brazil and Guyana is rich in middle distillates, but optimism in terms of volume growth remains tempered by regulatory and technical risks as well as price volatility
Core OPEC, OPEC+ tighten oil output in January
11 February 2025
Improving compliance among the group and wider group is offset by production increases in outliers Libya, Venezuela and Iran
Gulf of Mexico is US oil’s engine room in 2025
31 January 2025
Several projects are expected to boost production this year as strategically important region looks to environmental rules, fiscal policies, oil prices and demand trends longer term
Oil market should maintain fragile balance in 2025
29 January 2025
Petroleum Economist analysis sees ICE Brent averaging $79/bl in 2025 as misfiring non-OPEC+ oil supply overshadows tepid demand growth
OPEC and IEA divergence highlights assumption blackspots
17 January 2025
Supply glut or supply deficit are both plausible outlooks, with tariffs and sanctions among the key risks that could swing the pendulum
Syria’s energy sector sees glimmers of hope
16 January 2025
Oil industry has potential for revitalisation despite political uncertainty and damage to infrastructure
OPEC output down in December as UAE, Iraq slash supply
10 January 2025
New Petroleum Economist OPEC+ oil survey sees group improve compliance to ensure oil market stability going into 2025
Trump tariffs could upend oil flows
11 December 2024
Potential tariff hikes against Canada and Mexico may hurt US refiners and change supply dynamics in global oil trade reshuffle
Iran and Libya supply fortunes highlight market risks
16 October 2024
The impact from Libya’s lost barrels versus the threats to Iranian supply highlight the type of buffer in the oil market and the demand implications
The fuel subsidies conundrum
18 September 2024
The burden of subsidies on national economies seems to outweigh their political point scoring benefits, but removing them is not an easy task
OPEC+’s fiscal fandango
8 August 2024
Breakeven prices are a blunt but important metric for managing oil markets and helping shape oil’s direction, but Saudi Arabia and other producers also see a bigger picture
Middle East takes control of oil supply chain
29 July 2024
The region, known for its crude output, has gone from product importer to exporter, easing supply worries in Europe and creating a supply glut in Asia and elsewhere
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