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OIL MARKETS BRIEFING
Benchmarking: Trade War, Opec Supply Alter Oil’s Outlook
Average demand growth is now just below 1 million b/d this year, according to select forecasters, down from 1.2 million b/d seen in March.
Thu, May 1, 2025
EI NEW ENERGY
US Hydrogen Players Hold Onto Optimism
Billions in clean energy investments and dozens of hydrogen projects hang in the balance amid political uncertainty in the US, but developers haven't given up.
Wed, Apr 30, 2025
EI NEW ENERGY
Banks Exiting Net-Zero Alliances — and Not Just US Banks
The Net-Zero Banking Alliance has loosened targets amid an exodus of its North American and Japanese members.
Wed, Apr 30, 2025
EI NEW ENERGY
France: Decarbonized Electricity Meets Lack of Demand
France's case illuminates possible challenges and opportunities awaiting countries as they move to heavily decarbonized grids — including the risk of surplus renewable generation.
Wed, Apr 30, 2025
EI NEW ENERGY
Gas-Rich Qatar Eyes Decarbonization Over Diversification
Qatar's transition strategy, largely through state-owned QatarEnergy, is focused on CCS, clean ammonia and renewables as it prioritizes decarbonizing its own operations.
Wed, Apr 30, 2025
EI NEW ENERGY
Chinese EVs Show No Signs of Slowing — at Home or Abroad
China's domestic EV market is benefiting from government incentives and technological advances, while trade talks are brightening the picture for exports.
Wed, Apr 30, 2025
EI NEW ENERGY
Japan, South Korea Eye Strategic Stakes in Clean Ammonia
Both are encouraging demand for the new fuels, particularly in the power sector via coal co-firing, while also seeking out opportunities abroad.
Wed, Apr 30, 2025
NEFTE COMPASS
Russia Seeks to Protect Finances From Oil Price Fall
Moscow is considering ways to secure inflows into its rainy day National Welfare Fund under low oil prices.
Wed, Apr 30, 2025
NEFTE COMPASS
Russia's New Strategy Prioritizes Oil Over Energy Transition
Russia's 2050 Energy Strategy has gone lukewarm on the green transition.
Wed, Apr 30, 2025
NEFTE COMPASS
Diesel Under Fire From Trump's Trade War
US tariffs are hammering diesel demand prospects while new refineries in the Middle East threaten to keep Russia out of Europe permanently.
Wed, Apr 30, 2025
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