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Insight Blog

The essential perspective on global commodities


26 Nov 2020

Insight from Brussels: EU to use market rules and targets to destroy hydrocarbons demand

How do you destroy enough oil and gas demand to meet your climate goals while protecting jobs, growth and energy security? This is the task the European Commission has set itself in its efforts to ensure the European Union becomes climate-neutral by 2050. It's an ambitious goal with consequences far beyond the EU's borders

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24 Nov 2020

Fuel for Thought: Argentina puts fresh focus on developing Vaca Muerta, but concerns abound

After a bout of financial turmoil in Argentina last month, the government has restored calm in the markets and turned its attention once again to the development of Vaca Muerta, a shale play with global oil and natural gas export potential. Is it time to step up investment in the play in northern Patagonia? Chevron, ExxonMobil, Shell and other international companies have reported that Vaca Muerta is as good or even better than Permian Basin, the most productive shale play in...

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23 Nov 2020

Commodity Tracker: 5 charts to watch this week

In this week's pick of big themes in energy and commodity markets, solar power shows resilience in the face of coronavirus headwinds, steel price gains in the US outpace other regions, and butadiene, a key raw material for tire manufacture, stages a recovery. Plus, US gas market fundamentals and Vietnamese crude trade. 1

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