January 26, 2017
- OPEC and non-OPEC production cuts
- How the oil market has moved into better balance than the start of 2016… and the outlook for supply and demand through 2017. This included analysis of the supply response from US shale
- Why we consider the oil price to be on a journey back to $70/bbl
- Energy equities outperformance in 2016 and prospects for 2017 and beyond: rebound still leaves the sector a long way from historical normalized valuation levels
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