Our Big Picture report series offers insights into all the most important market developments in global oil and gas markets as well as the wider energy sector. These publications deliver JBC Energy pioneering market views and are widely read by key decision makers in the energy industry.
The Energy market report is a daily bulletin delivering sharp and timely analysis on crude oil, petroleum product, natural gas, LNG and much more! This report tackles the key drivers of energy markets providing expert insights into recent market developments in a concise single page format.
- Daily commentary and analysis of the most important industry developments including those that go under the radar of most news outlets.
- Written by JBC Energy experts from every field always combining a wide array of opinions.
Can the current outright price rally tempt shale players to ramp up?
The strength in mogas/diesel spreads is misleading
The oil bulls are getting ready for a strong summer.
Refinery outages have moved cracks back to pre-COVID19 levels. Mobility indicators globally are largely trending sideways, with the US impacted by the Big Freeze, while Europe is only slowly moving back up to its November levels.
Our Market Watch report provides monthly analysis of key fundamental trends in crude oil, petroleum product, natural gas, LNG and freight markets. This report allows subscribers to explore the major trends driving markets and incorporates JBC Energy’s latest forecasts and outlooks
- Extended editorial examines in detail a key dynamic shaping the market
- Detailed analysis of supply and demand trends, with explicit and transparent revisions.
- Regular, chart-focused updates on seven key topics, including dedicated analysis of less-covered areas such as freight, natural gas and alternative fuels markets.
- Monthly data delivery which breaks down our forward-looking assessment of supply, demand, and balances across 10 geographical regions
Crude price recovery at risk
We take a first look at the key factors defining the refinery ecosystem over 2021
We use the last Market Watch editorial of 2020 to present a range of scenarios for the coming year. None of these ideas form part of our base case as yet, but all are distinctly possible, and if they come about could shift global oil markets into new territory.
We take a deep dive into wide-ranging topics such as the near-term outlook for gasoline/diesel spreads, and our new base case for global crude supply
Our Benigni on Oil Markets (BoOM!) offers readers original and pioneering market views, focusing on potential and likely shifts in the underlying fundamentals in global energy markets. Johannes Benigni and leading JBC analysts give their immediate take on big picture issues and these are instantly available via our Insights service on our JBC Online platform.
Big ticket issues covered in the recent past include:
- IMO Repercussions
- What’s Next for Iran?
- US Crude Debottlenecking
- Is there still a Bright Future in Plastics?
- The Future with Covid-19
- The Case for Refinery Consolidation
Biofuels were once seen as a sector with little growth potential due to blend-wall issues and peaking oil demand. While set to remain a relative niche, new technologies have offered refiners means to future-proof parts of their portfolio.
LNG is approaching a golden age, with strong demand growth and ample supply resulting in increasingly liquid markets. This will allow for a de-linking from oil, rising contract flexibility, and improving means to manage risks.
We take a closer look at all sorts of lessons the market has taught us over the course of this year that was shaped by the demand fallout from the coronavirus pandemic.
In light of last week’s amendments to the OPEC+ production cut agreement, we are taking this opportunity re-examine the factors that will be impacting the group’s decision-making process going forward