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ES #144: The World's Ten Fastest-Growing Oil Producers & Consumers

ES #144: The World's Ten Fastest-Growing Oil Producers & Consumers

The ten largest and fastest-growing countries by liquids production, oil demand, and refinery capacity from 2023 to 2024.

Brief: Peak Chinese Demand?
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Brief: Peak Chinese Demand?

China’s average daily oil consumption in 2024 fell for the first time since 1990, according to data released by the Energy Institute this week.

ES #143: Strait of Hormuz & Brent-WTI Spread

ES #143: Strait of Hormuz & Brent-WTI Spread

Rolling prompt Brent-WTI spread narrowed over 60% from the Jan 2-Jun 12 average of $3.14/bbl to $1.25 on June 13

Brief: The EU's Current Gas Storage
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Brief: The EU's Current Gas Storage

Mid-East conflict pulls NYMEX higher as Qatari LNG exports come into focus

Daily Market Update - June 17, 2025
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Daily Market Update - June 17, 2025

Today in oil and natural gas markets:

Daily Market Update - June 11, 2025
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Daily Market Update - June 11, 2025

Today in oil and natural gas markets:

Brief: Seasonal Deficits in Floating Stocks
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Brief: Seasonal Deficits in Floating Stocks

Global floating crude storage added 6.9 MMb W/W to 81.8 MMb this week, led by builds in Asia. Still, a closer look at current numbers relative to historical trends shows the global crude market skews undersupplied despite consecutive OPEC8+ production hikes.

Daily Market Update - June 4, 2025
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Daily Market Update - June 4, 2025

Today in oil and natural gas markets:

Brief: China's Manufacturing Sector Retreats After U.S. Import Rush

Brief: China's Manufacturing Sector Retreats After U.S. Import Rush

China's official NBS manufacturing purchasing managers' index (PMI) and the Caixin China General Manufacturing PMI showed Chinese manufacturing activity contracted in May as demand for consumer goods exports collapsed after importers' 2H24/1Q25 race against tariffs.

Brief: U.S. Energy Exports & China's Retaliatory Tariffs

Brief: U.S. Energy Exports & China's Retaliatory Tariffs

Which U.S. energy exports will be most impacted by China's retaliatory tariffs on imported U.S. goods?

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage

ES #131: China's Tariff Retaliation Taps Critical Mineral Leverage

China responds to President Trump's reciprocal tariffs with a combination of retaliatory levies and export restrictions on critical minerals like rare earth magnets

ES #130: The Strategic Case for Greenland

ES #130: The Strategic Case for Greenland

Why the Trump administration's Greenland interest extends far beyond untapped critical minerals