Categories
Society

Jan 2020 – upcoming elections

Source: ElectionGuide, accessed 2020-01-18

  • 2020-02-28 Iranian consultative assembly
  • 2020-04-30 South Korean National Assembly
  • 2020-09-30 Hong Kong Legco
  • 2020-11-03 US Senate/Presidential
  • 2020-11-30 Azerbaijani National Assembly
  • 2020-12-31 Poland / Italy referendum

Categories
Exploration

2019-01-17 SLB Q419

In the near term we expect the OPEC +production cuts agreed in december 2019 to limit investment and activity – especially Middle East and Russia – during first half calendar 2020.

Schlumberger (SLB, US$38.35/sh) Q419 earnings release, 2020-01-17

Stockprice
SEC Edgar filings
Industry SIC: 1389 – Oil and Gas field services

Categories
Statistics

Nov 2019 – OECD forecasts

The Organisation for Economic Cooperation and Development (OECD) project in the second volume of their 2019 reports:

  • economic growth by region
Region2020/2021 (%)2019 (%)
Globe3.0 2.9
US2.0
Japan0.7
Euro area1.2
China5.5

Source: OECD November 2019 part 2 economic outlook, accessed 2020-01-17

Categories
Statistics

Jan 2020 – Oil outlook

Opec’s january 15th monthly report makes the following projections:

  • Economic forecasts
Country2020 growth %1999 growth %
US1.92.3
Eurozone1.01.2
Japan0.71.1
China5.96.3
India6.45.5
Brazil2.01.0
Russia1.51.1
World3.13.0

Source: Jan 15th oil report published by Opec, accessed 2020-01-17

  • Oil demand and supply
World2020 mb/d2019 mb/d
demand100.9899.77
supply*101.3798.99

Note: * supply projected based on unchanged opec supply from 2019 of 29.8 million barrels/day. Other figures taken from Monthly report Opec.

Report can be downloaded from Opec’s website.

Categories
Exploration Statistics

Opec – rig count

Source: Opec monthly oil market report 15 Jan 2020, accessed: 2020-01-17

Source: Table extracted from January 15th Opec Monthly market report, accessed 2020-01-17
Categories
Statistics

Baltic Dry Index – history

Source: Trading Economics, accessed 2020-01-17

Source: Index compiled and published by Baltic Exchange, Chart and data display by Trading Economics website, accessed: 2020-01-17

Primer on the index. by Rodrigue, J-P (2020), The Geography of Transport Systems, Fifth Edition, New York: Routledge.

Categories
China Downstream

Dec 2019 – China energy preference mid-downstream

Source: Kapsarc report titled China’s Energy Investment Through the lens of the Belt and Road Initiative by Galkin, Chen and Ke, accessed 2020-01-13

Analysis of loans between 2000-2018 by the China Development Bank (CDB) and the Export and Import Bank of China (CEXIM) show a preference for energy infrastructure projects over those targeted at securing fuel supplies. (page 16)

Energy loans by CDB and CEXIM by fuel source and sector 2000-2018.
China’s past loan allocation directed at mid-downstream sectors

Categories
Visuals

2001 – World petroleum fields

Source: worldmap.harvard.edu, Martin, accessed: 2020-01-12

Contains information from Location of the world's petroleum fields which is made available
    under the ODC Attribution License.

A fresh map can be created on the website. Country profiles used for the data are found in the attached file (that was published September 2007).

Africa centered – world map – accessed 2020-01-12
Categories
Downstream Statistics

Jan 2020 – EU gas price weekly

Source: European Commission – energy policy 2020-01-06 weekly report, accessed 2020-01-12

Categories
Exploration Statistics

Jan 2020 – Rig count

Source: Baker Hughes website, accessed 2020-01-12