Global Market Analysis
General Thoughts: We view 2025 as a year of continued commodity market oversupply absent unforeseen and a mixture of significant cost curve, policy, demand, and
January 2, 2025
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General Thoughts: We view 2025 as a year of continued commodity market oversupply absent unforeseen and a mixture of significant cost curve, policy, demand, and
Decarbonizing hydrocarbon use is in the spotlight as countries reel from a year when energy security has been higher on the agenda than energy transition.
The Shell 4Q22 business update, similar to the one from ExxonMobil, shows much weaker chemical than profit upstream but depicts significant integration benefits.
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