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Latest Reports and Analysis

Latest Analysis / Oil Alerts

Crude Alert - WTI/Brent Update - Canadian Pipelines in Focus

Published: 20 November, 2020

Highlights:

Canadian production is rising in 4Q 2020 but remains well below year-ago levels
Crude-by-rail cash operating margins remain negative
Enbridge Line 3 replacement pipeline could be in service in early 2H 2021
Canadian crude diffs at the mercy of Line 3
Canadian pipeline additions having little impact on ...

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Crude Alert - WTI/Brent Outlook: Diff poised for a brief contraction before moving wider in 2H

April 10, 2024

Crude Alert - Supply Update: OPEC+ takes aim at non-compliance as balances remain tight in 2Q

April 8, 2024

Crude Alert - Market Outlook: Market currently overbought but prices can move even higher in 3Q

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