Energy Outlook Little upside for prices until lockdowns are lifted The global spread of the coronavirus has dealt an extraordinary blow to energy demand, and – for as long as the containment measures remain in place – it is hard to see much upside for prices. However... 28th April 2020 · 17 mins read
Energy Outlook Oil to outperform Provided that the coronavirus is contained, a gradual pick-up in global economic growth at a time of constrained supply should set the scene for higher oil prices in 2020. In contrast, we expect the... 30th January 2020 · 17 mins read
Energy Outlook Light at the end of the tunnel Oil prices are likely to remain subdued in the near term as the global economy continues to slow and risk aversion prevails. And while natural gas and coal prices could rise in the coming months as... 23rd October 2019 · 17 mins read
Energy Outlook The big moves are behind us We continue to expect that sluggish growth in global oil consumption will be a factor weighing on oil prices in 2019. Nonetheless, OPEC+ output cuts and the sanctions-related drop in exports from... 26th July 2019 · 18 mins read
Energy Outlook Calling time on the oil price rally Our forecast of sluggish global growth, further increases in US output and a rise in investor risk aversion suggests that the recent rally in oil prices will prove short-lived. In contrast, we think... 26th April 2019 · 1 min read
Energy Outlook Global slowdown to drive a fall in energy prices Our forecast of slower global growth in 2019-20 is a key factor underpinning our bearish outlook for the prices of oil and coal. What’s more, we expect further declines in global equity markets and a... 29th January 2019 · 1 min read
Energy Outlook Softer demand to weigh on oil and coal Oil and coal prices look set to ease back over the next year as slower global economic activity constrains demand. At the same time, recent high prices have been incentivising supply. In contrast... 25th October 2018 · 1 min read
Energy Outlook Headwinds building for oil and coal prices Energy prices have generally risen over the past few months, despite an appreciating dollar. Strong demand and, in the case of oil, fears about disruptions to supply have boosted prices. However, we... 31st July 2018 · 1 min read
