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…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…
…lower load factors and resultant traffic congestion. $599.00 – Purchase Checkout Added to cart Upgrades to our granular 2020-2050 oil demand models, including headline numbers, are outlined on pages 2-3. Travel demand…
…seven technology themes that can save 45Mbpd of long-term oil demand. We therefore find oil demand would plateau at 103Mbpd in the 2020s, before declining gradually to 87Mbpd in 2050….
We see potential for plastic-recycling technologies to displace 15Mbpd of potential oil demand growth (i.e., naphtha, LPGs and ethane) by 2060, compared to a business-as-usual scenario of demand growth. In…
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…
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,…
It is widely believed that electric vehicles will destroy fossil fuel demand. We find they will increase it by 0.7Mboed from 2020-35. EVs only start lowering net fossil fuel demand…
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…
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…
It is widely believed that electric vehicles will destroy fossil fuel demand . We find they will increase it by 0.7Mboed from 2020-35. EVs only start lowering net fossil fuel…
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