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.

Pioneering views Pioneering views
Market Views Market Views
Data overview tool included Data overview tool included
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Energy market report
A 5-minute must-read for everybody in the industry

Energy Market Report

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.
Latest issues

Issue 02-Dec-2020 - 2 Dec'20

OPEC+ continues to complicate the 2021 outlook, with US supply ready to rebound if called upon

Issue 01-Dec-2020 - 1 Dec'20

OPEC consensus on the production cut remains elusive, with the full ministerial assembly now postponed until 3 December.

Issue 30-Nov-2020 - 30 Nov'20

Prices declined after the weekend produced little sign of OPEC+ consensus (Price) risk remains that non-OPEC upstream activity gets an undesirable early boost Gasoline tonne discounts to diesel are still an option in the coming weeks

Issue 27-Nov-2020 - 27 Nov'20

Jet regrades are expected to come under pressure in the near term.

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Market watch
The Best of JBC Energy

Market Watch

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
Latest issues

Issue 10 - 11 Nov'20

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

Issue 9 - 9 Oct'20

The recovery in global oil demand is continuing, but at a decreasing pace, with the threat of renewed COVID-19 restrictions in Europe remaining acute

Issue 8 - 11 Sep'20

We take a look at the headwinds facing middle distillates in the coming year

Issue 7 - 10 Jul'20

We examine whether the prospects for the petchem sector are really as bright as substantial recent investment in new facilities would suggest.

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Benigni on oil markets
Inspired by our founder’s pioneering views

Benigni on Oil Markets (BoOM)

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
Latest issues

Issue 7 - 13 Nov'20

We take a look back at the IMO spec switch and what we learnt before, during and after the actual date of implementation.

Issue 6 - 30 Oct'20

JBC Energy’s founder Johannes Benigni shares his views on the upcoming US election, its role in shaping oil and gas markets, and underlying macro trends.

Issue 5 - 8 Jul'20

We assess the global refinery overcapacity issues in a post COVID-19 environment. We provide an overview of regional vulnerabilities and potential consolidation paths.

Issue 4 - 18 Jun'20

We take a closer look at the potential of inventory developments amid the recent contango phase, discussing the impact high tertiary inventory builds over the low-price period may have on the near-term demand recovery.