Oil & Gas Key Analysis

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No Immediate Threat To Oil Supply

We see no immediate threat to Iraqi oil supplies from attacks by the Islamist militant group ISIS, and we maintain our Brent forecast of USD108/bbl for 2014. We do not expect major gains for ISIS in...

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Elections Offer Upside To Oil Exports

The outcome of Libyan parliamentary elections set to take place in June 25 is uncertain and volatility in oil production will continue. That said, if Haftar won a legitimate majority and secured...

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Oil Break Out: All Eyes On Iraq

We anticipate additional gains for Brent crude prices in the coming weeks. The advance of ISIS across major Iraqi cities is pushing Brent prices higher as the geopolitical risk premium is getting...

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Shale Delayed By LNG And Arctic

Limited progression on Russian shale oil projects highlights their unattractiveness next to Arctic and LNG developments. Despite vast potential resources, IOC interest and improved incentives, we...

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