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ES #146: The World's Ten Fastest-Growing Gas Producers & Consumers

ES #146: The World's Ten Fastest-Growing Gas Producers & Consumers

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

Brief: Demand Signals from Global Manufacturing Activity
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Brief: Demand Signals from Global Manufacturing Activity

The J.P. Morgan Global Manufacturing PMI increased to 50.3 in June from 49.5 in May, crossing the 50.0 no-change threshold for the first time in three months to indicate a marginal expansion in global manufacturing activity and potential for upside surprises to global commodity consumption heading into 2H25.

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.

Brief: Record Texas Renewables
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Brief: Record Texas Renewables

Texas' system-wide load hit its highest in over a month this week, but demand for thermal generation was slashed by a rapid jump in wind output that raised total renewable generation to an all-time record.

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.

ES #139: Expediting The U.S. Nuclear Renaissance

ES #139: Expediting The U.S. Nuclear Renaissance

President Trump signs a series of presidential actions to slash regulatory barriers and boost incentives for new

Brief: U.S. Manufacturing Activity Hits Second-Highest in 35 Months

Brief: U.S. Manufacturing Activity Hits Second-Highest in 35 Months

Tariff-related concerns about global industrial activity eased with today’s flash manufacturing PMI prints for May, which showed improving business activity for the U.S., India, and the collective Euro Area.

Brief: Shipping Costs Hit 16-Month Low

Brief: Shipping Costs Hit 16-Month Low

Global container freight rates hit a 16-month low in May as the aftermath of importers' front-loaded cargoes subsides

Brief: Domestic Industrial Demand Signals

Brief: Domestic Industrial Demand Signals

April manufacturing sector activity and March trade data put focus on distillate consumption

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

Brief: U.S. Imports Hold At Record High in February

Brief: U.S. Imports Hold At Record High in February

U.S. trade deficit narrows to the second-largest on record as imports hold flat at $401.1 billion and exports increase 2.9% M/M to $278.5 billion