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      Global Crude Oil Storage Index: A New Benchmark for Energy Policy
      Future of Global Oil Markets

      Global Crude Oil Storage Index: A New Benchmark for Energy Policy

      Jennifer Considine, Philipp Galkin, Abdullah Aldayel

      The global oil market dwarfs other commodity markets. Its size and role in the energy and industrial value chains underscore its significant economic and geopolitical impacts. Thus, the consequences of oil price fluctuations extend far beyond the oil industry and…

      Jennifer Considine Considine, Jennifer
      Philipp Galkin Galkin, Philipp
      Abdullah Aldayel Aldayel, Abdullah
      13th September 2022
      KAPSARC Oil Market Outlook (KOMO)
      Future of Global Oil Markets

      KAPSARC Oil Market Outlook (KOMO)

      Despite great uncertainty in oil markets, a reduction in expected supply from Russia, and a reduction in global demand since our previous quarterly outlook, we expect oil supply growth to continue in 2022, with production coming close to parity with demand…

      6th September 2022
      Investment Challenges Affecting the Oil and Gas Industry
      Future of Global Oil Markets

      Investment Challenges Affecting the Oil and Gas Industry

      Hamid M. Al Sadoon, Julio Arboleda

      The unprecedented crisis generated by the COVID-19 pandemic has affected the investment in the oil and gas sector, which was already suffering from low investment levels, among other reasons due to the climate change misconceptions. This report analyzes the main…

      Hamid M. Al Sadoon Al Sadoon, Hamid M.
      Julio Arboleda Arboleda, Julio
      22nd August 2022
      KAPSARC Oil Market Outlook (KOMO)
      Future of Global Oil Markets

      KAPSARC Oil Market Outlook (KOMO)

      The drivers of this quarter’s global demand outlook stem from multiple factors (i.e., the Russian-Ukrainian conflict, lower trade confidence, the U.S. Federal Reserve’s interest rate hike, overall downward gross domestic product (GDP) revisions, continued inflation and the recent lockdowns in…

      30th May 2022
      Integrated Oil Companies and the Requiem for a Transition: How Are They Coping with Climate Change?
      Future of Global Oil Markets

      Integrated Oil Companies and the Requiem for a Transition: How Are They Coping with Climate Change?

      Majed A. Al Suwailem, Bertrand Rioux

      Integrated oil and gas (O&G) companies operate vertically integrated businesses that span the O&G value chain. In this way, they can leverage expertise across multiple domains rather than just focusing on exploration and production (E&P). Examples of such companies include…

      Majed A. Al Suwailem Al Suwailem, Majed A.
      Bertrand Rioux Rioux, Bertrand
      28th February 2022
      Country Horizon: Russia
      Future of Global Oil Markets

      Country Horizon: Russia

      Zlata Sergeeva, Emre Hatipoglu

      This report provides an up-to-date overview of Russian domestic and foreign policy issues related to the oil and natural gas markets. We also discuss the potential role of hydrogen in Russia’s short-term energy strategy. We present a succinct overview of…

      Zlata Sergeeva Sergeeva, Zlata
      Emre Hatipoglu Hatipoglu, Emre
      28th February 2022
      KAPSARC Oil Market Outlook (KOMO)
      Future of Global Oil Markets

      KAPSARC Oil Market Outlook (KOMO)

      The drivers of this quarter’s global demand outlook stem from multiple factors (i.e., a slower roll-out of vaccinations in developing countries, multiple continued lockdowns in several countries due to fears of the COVID-19 omicron variant, a slowdown in long-haul travel,…

      13th February 2022
      India’s Ambition to Achieve Net-Zero Emissions by 2070: Uncertainty and Opportunity
      Future of Global Oil Markets

      India’s Ambition to Achieve Net-Zero Emissions by 2070: Uncertainty and Opportunity

      Yagyavalk Bhatt, Zlata Sergeeva, Brian Efird

      The special report by the Intergovernmental Panel on Climate Change (IPCC) on the impacts of global warming of 1.5 degrees Celsius (°C) above pre-industrial levels highlighted the importance of achieving net-zero emissions or a carbon-neutral future. There has subsequently been…

      Yagyavalk Bhatt Bhatt, Yagyavalk
      Zlata Sergeeva Sergeeva, Zlata
      Brian Efird Efird, Brian
      29th December 2021
      KAPSARC Oil Market Outlook (KOMO)
      Future of Global Oil Markets

      KAPSARC Oil Market Outlook (KOMO)

      The drivers of this quarter’s global demand outlook stem from multiple factors (i.e., a slower roll-out of vaccinations in developing countries, multiple continued lockdowns in several countries, rising inflation, including shipping costs, lagging delivery times, the usual seasonal behavior of…

      4th November 2021
      Implications of the 2021 Iran-China Deal for the Oil Market
      Future of Global Oil Markets

      Implications of the 2021 Iran-China Deal for the Oil Market

      Emre Hatipoglu, Majed A. Al Suwailem

      In late March 2021, China and Iran signed a cooperation pact to stimulate investments in Iran’s oil, gas and petrochemical infrastructure. We refer to this pact as the ‘Iran-China deal’ throughout this manuscript. This deal attracted substantial attention for its…

      Emre Hatipoglu Hatipoglu, Emre
      Majed A. Al Suwailem Al Suwailem, Majed A.
      5th October 2021
      KAPSARC Oil Market Outlook (KOMO)
      Future of Global Oil Markets

      KAPSARC Oil Market Outlook (KOMO)

      The drivers of this quarter’s significant demand growth will be the reopening of COVID-related shutdowns/behaviors, continued economic recovery and seasonal consumption patterns. We anticipate that the most significant quarter-on-quarter (QoQ) growth will come from the U.S., followed by the OECD…

      22nd August 2021
      Will Shale Impede or Accelerate the Global Energy Transition?
      Future of Global Oil Markets

      Will Shale Impede or Accelerate the Global Energy Transition?

      United States (U.S.) shale has transformed oil market dynamics in ways we never thought possible. Shale oil has transformed the oil supply curve through massive supply shocks, such as the rapid increase in tight oil production over the past decade,…

      2nd June 2021
      KAPSARC Oil Market Outlook
      Future of Global Oil Markets

      KAPSARC Oil Market Outlook

      Total global oil demand is expected to increase year-on-year (YoY) by 4.3 million barrels per day (MMb/d) in 2021 to 96.3 MMb/d. It is expected to further grow by 3.2 MMb/d in 2022 (300,000 barrels per day [Kb/d] less than…

      2nd May 2021
      Are Bankruptcies Healthy For The Tight Oil Sector?
      Future of Global Oil Markets

      Are Bankruptcies Healthy For The Tight Oil Sector?

      Majed A. Al Suwailem, Malik Selemankhel

      Between January 2015 and mid-2020, about 69 of the approximately 2,160 small-to-medium independent oil companies operating in the tight oil sector filed for Chapter 11 protection. These filings mostly occurred in 2016 and 2019. A lack of financial discipline and…

      Majed A. Al Suwailem Al Suwailem, Majed A.
      Malik Selemankhel Selemankhel, Malik
      14th February 2021
      KAPSARC Oil Market Outlook
      Future of Global Oil Markets

      KAPSARC Oil Market Outlook

      Total global oil demand is expected to increase year-on-year (YoY) by 4.2 million barrels per day (MMb/d) in 2021 and further grow by 3.5 MMb/d in 2022, returning to 2019 levels by the third quarter (Q3) 2022. The International Monetary…

      2nd February 2021
      Can Oil Refiners Adjust to a Greater Supply of Shale Oil?
      Future of Global Oil Markets

      Can Oil Refiners Adjust to a Greater Supply of Shale Oil?

      Walid Matar, Rami Shabaneh

      The advent of American shale oil and its prospects for continued production growth have raised concerns about whether oil refineries can handle the increasingly lighter crude oil supply. To provide a perspective on this issue, we run a global oil…

      Walid Matar Matar, Walid
      Rami Shabaneh Shabaneh, Rami
      6th January 2021
      KAPSARC Oil Market Outlook
      Future of Global Oil Markets

      KAPSARC Oil Market Outlook

      The global oil market moved into deficit in the third quarter of this year and is expected to remain in deficit during the next eight quarters. We expect the deficit to range between 3.4 – 0.1 million barrels per day…

      29th October 2020
      KAPSARC Oil Market Outlook
      Future of Global Oil Markets

      KAPSARC Oil Market Outlook

      The global oil market is likely to move into deficit as early as this quarter. The most significant driver of this shift has been strong compliance with the production cuts agreed by OPEC and its partners (OPEC+) at the group’s…

      6th August 2020