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.
The worst is far from over for HSFO cracks in Europe and Asia, whereas in the US we are seeing a relative stabilisation.
Libya Conundrum Getting Even Harder to Predict
Ethane Prices Down but Not Out
Additional Chinese Product Export Quotas to Keep MRs Booming
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
President Biden’s visit to the wider Middle East on 15-16 July will inevitably tackle one of the longstanding foreign policy dilemmas of today, the Iranian nuclear deal. Following the spectacular failure of the Doha talks, held late June following extensive shuttle diplomacy by Enrique Mora who is the European Union’s chief nuclear negotiator, there is no evident path forward for the stalled negotiations.
One could argue that in a little more than 100 days since the onset of the invasion, never has there been a more pronounced movement towards Russia becoming an Asian nation. Russia’s Asian pivot is taking place politically (just look at the map of countries that have not condemned its invasion of Ukraine) and it has also gained traction economically, especially when it comes to energy.
COVID-induced lockdowns in China have become one of the key elements in past months’ demand declines, dropping Chinese crude demand to the lowest reading in two years at 13 million b/d in April.
OPEC+ supply is coming increasingly under pressure, with stronger Middle Eastern production unable to offset supply outages in the FSU region. This is a trend we see continue over the remainder of the year, with Russian crude and condensate supply set to decline further in the months ahead, weighing on the group’s ability to ramp up production.
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