COVID-19 Impacts on US Gasoline Demand?

…gasoline. Such steep declines are not inconceivable, from a modelling perspective. They could underpin a c10Mbpd YoY collapse in global oil demand. How quickly could demand rebound? Very minimal long-term…

COVID-19 Impacts on Global Oil Demand?

The impacts of COVID-19 on global oil demand are extremely uncertain. However, this model aims to help you bound the uncertainties, disaggregating 2020 oil demand in the developed and the…

European Natural Gas Demand Model

This model estimates European gas demand in the 2020s, as a function of a dozen input assumptions, which you can flex. They include: renewables’ growth, the rise of electric vehicles,…

Long-Term LNG Demand: technology-led?

This is a simple model of long-term LNG demand, extrapolating out sensible estimates in the world’s leading LNG-consuming regions. On top of this, we overlay the upside from two nascent…

On the road: long-run oil demand after COVID-19?

Another devastating impact of COVID-19 may still lie ahead: a 1-2Mbpd upwards jolt in global oil demand. This would trigger disastrous under-supply in the oil markets, stifle the economic recovery…