OPRA archive

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---2017

Argus Fundamentals
June 2017
Catch-22
David Long
Go
Argus Fundamentals
May 2017
Consensual cuts
David Long
Go
Argus Fundamentals
April 2017
Taking stock
David Long
Go
Argus Fundamentals
March 2017
Slow reaction
David Long
Go
Argus Fundamentals
February 2017
Compliant cuts
David Long
Go
Argus Fundamentals
January 2017
Realistic expectations
David Long
Go

---2016

Argus Fundamentals
December 2016
Balancing act
David Long
Go
Argus Fundamentals
November 2016
Opportunity lost
David Long
Go
Argus Fundamentals
October 2016
Don't fall apart on me
David Long
Go
Argus Fundamentals
September 2016
Unbalanced behaviour
David Long
Go
Argus Fundamentals
August 2016
No pain, no gain
David Long
Go
Argus Fundamentals
July 2016
Elusive goal
David Long
Go
Argus Fundamentals
June 2016
Balance point
David Long
Go
Argus Fundamentals
May 2016
Revolutionary change
David Long
Go
Argus Fundamentals
April 2016
Deal? No deal!
David Long
Go
Argus Fundamentals
March 2016
Downstream limits
David Long
Go
Argus Fundamentals
February 2016
Pain relief
David Long
Go
Argus Fundamentals
January 2016
Downward spiral
David Long
Go

---2015

Argus Fundamentals
December 2015
Free-for-all
David Long
Go
Argus Fundamentals
November 2015
Pressure valve
David Long
Go
Argus Fundamentals
October 2015
Policy vacuum
David Long
Go
Argus Fundamentals
September 2015
Supply story
David Long
Go
Argus Fundamentals
August 2015
Shift downstream
Margaret Chadwick
Go
Argus Fundamentals
July 2015
Opec unbound
David Long
Go
Argus Fundamentals
June 2015
Price response
David Long
Go
Argus Fundamentals
May 2015
Cash and carry
David Long
Go
Argus Fundamentals
April 2015
Borrowed time
David Long
Go
Argus Fundamentals
March 2015
Tide turning
David Long
Go
Argus Fundamentals
February 2015
Flood tide
David Long
Go
Argus Fundamentals
January 2015
Persistent hangover
David Long
Go
Financial Times
8 January 2015
Letter to Editor
David Long
Go

---2014

Argus Fundamentals
December 2014
Market power
David Long
Go
Argus Fundamentals
November 2014
Practical solution
David Long
Go
Argus Fundamentals
October 2014
Finding a floor
David Long
Go
Argus Fundamentals
September 2014
Moving target
David Long
Go
Argus Fundamentals
August 2014
Crude distortion
David Long
Go
Argus Fundamentals
July 2014
Comparative advantage
David Long
Go
Argus Fundamentals
June 2014
Supply shocker
David Long
Go
Argus Fundamentals
May 2014
Global squeeze
David Long
Go
Argus Fundamentals
April 2014
Domestic contortions
David Long
Go
Argus Fundamentals
March 2014
Strategic gamble
David Long
Go
Argus Fundamentals
February 2014
Hidden constraint
David Long
Go
Argus Fundamentals
January 2014
Signs of recovery
David Long
Go

---2013

CGES Global Oil Insight
November - December 2013
The emissions market in 2013
Margaret Chadwick
Go
Argus Fundamentals
December 2013
Pragmatic approach
David Long
Go
Argus Fundamentals
November 2013
Swing capacity
David Long
Go
CGES Global Oil Insight
September - October 2013
More from less: how tight oil changes supply
David Long
Go
Argus Fundamentals
October 2013
Non-conformist markets
David Long
Go
Argus Fundamentals
September 2013
Crude constraint
David Long
Go
CGES Global Oil Insight
July - August 2013
Evolving patterns in global oil trade
Margaret Chadwick
Go
Argus Fundamentals
August 2013
Rebalancing act
David Long
Go
Argus Fundamentals
July 2013
Product patterns
David Long
Go
Argus Fundamentals
June 2013
Counter flow
David Long
Go
Argus Fundamentals
May 2013
Brave new world
David Long
Go
CGES Global Oil Insight
March - April 2013
Non-Opec supply - tight oil transformation
David Long
Go
Argus Fundamentals
April 2013
Bumpy road
David Long
Go
Argus Fundamentals
March 2013
Structural trend
David Long
Go
Argus Fundamentals
February 2013
Partial picture
David Long
Go
Argus Fundamentals
January 2013
Rising tide
David Long
Go

---2012

Argus Fundamentals
December 2012
Flexible friend
David Long
Go
CGES Global Oil Insight
November - December 2012
The emissions market in 2012 - entering a new phase
Margaret Chadwick
Go
Argus Fundamentals
November 2012
Refinery imbalances
David Long
Go
CGES Global Oil Insight
September - October 2012
Why are light-heavy oil price ratios so low?
David Long
Go
Argus Fundamentals
October 2012
Crude constraint
David Long
Go
Argus Fundamentals
September 2012
Political prices
David Long
Go
CGES Global Oil Insight
July - August 2012
The global refining industry - smoothing the imbalances
Margaret Chadwick
Go
Argus Fundamentals
August 2012
Sour taste
David Long
Go
Argus Fundamentals
July 2012
Simultaneous imbalances
David Long
Go
Argus Fundamentals
June 2012
Juggling act
David Long
Go
Argus Fundamentals
May 2012
Delayed action
David Long
Go
CGES Global Oil Insight
March - April 2011
Non-Opec supply - uncertain prospects
David Long
Go
Argus Fundamentals
April 2012
Damage limitation
David Long
Go
Argus Fundamentals
March 2012
Long squeeze
David Long
Go
Argus Fundamentals
February 2012
Margin call
David Long
Go
Argus Fundamentals
January 2012
Tipping point
David Long
Go

---2011

CGES Global Oil Insight
November - December 2011
The emissions market in 2011
Margaret Chadwick
Go
Argus Fundamentals
December 2011
Opec reunited
David Long
Go
Argus Fundamentals
November 2011
Diesel driver
David Long
Go
CGES Global Oil Insight
September - October 2011
Shale oil revolution
David Long
Go
Argus Fundamentals
October 2011
Supply squeeze
David Long
Go
Argus Fundamentals
September 2011
Atlantic basin squeeze
David Long
Go
CGES Global Oil Insight
July - August 2011
The state of the global refining industry
Margaret Chadwick
Go
Argus Fundamentals
August 2011
Stall point
David Long
Go
Argus Fundamentals
July 2011
Supply mismatch
David Long
Go
Argus Fundamentals
June 2011
Unilateral action
David Long
Go
Argus Fundamentals
May 2011
Growing gap
David Long
Go
CGES Global Oil Insight
March - April 2011
Non-Opec supply
David Long
Go
Argus Fundamentals
April 2011
Trouble ahead
David Long
Go
Financial Times
11 April 2011
Letter to Editor
David Long
Go
Argus Fundamentals
March 2011
Supply shortfall
David Long
Go
Argus Fundamentals
February 2011
Structural dislocation
David Long
Go
Argus Fundamentals
January 2011
Fundamental strain
David Long
Go

---2010

Argus Fundamentals
December 2010
Convenient fiction
David Long
Go
Argus Fundamentals
November 2010
Fundamental gap
David Long
Go
Argus Fundamentals
October 2010
Emerging landscape
David Long
Go
CGES Global Oil Insight
September - October 2010
Speculation in crude oil futures markets
David Long
Go
Argus Fundamentals
September 2010
Price puzzle
David Long
Go
CGES Global Oil Insight
July - August 2010
Natural gas - a market in transition
Margaret Chadwick
Go
Argus Fundamentals
July 2010
Trade winds
David Long
Go
CGES Global Oil Insight
May - June 2010
Non-Opec recovery continues
David Long
Go
Argus Fundamentals
April 2010
China syndrome
David Long
Go
CGES Global Oil Insight
January - February 2010
What are Opec NGLs & other?
David Long
Go
Argus Fundamentals
January 2010
Output constraint
David Long
Go

---2009

Argus Fundamentals
December 2009
Distorted market
David Long
Go
Argus Fundamentals
October 2009
Trade reaction
David Long
Go
CGES Global Oil Report
September-October 2009
Limiting CO2 emissions - the future for oil
Margaret Chadwick
Go
Argus Fundamentals
July 2009
Speculative fundamentals
David Long
Go
CGES Global Oil Report
May-June 2009
Oil supply - taking stock
David Long
Go
Argus Fundamentals
April 2009
Demand crisis
David Long
Go
CGES Global Oil Report
March-April 2009
Global refining - end of an era or cyclical low?
Margaret Chadwick
Go
Argus Fundamentals
January 2009
Crisis management
David Long
Go

---2008

Argus Fundamentals
November 2008
Boom and bust
David Long
Go
Argus Fundamentals
October 2008
Uncertainty principle
David Long
Go
Argus Fundamentals
August 2008
Fundamental support
David Long
Go
CGES Global Oil Report
May-June 2008
Global refining - facing the middle distillate problem
Margaret Chadwick
Go
Argus Fundamentals
June 2008
Demand crisis
David Long
Go
Argus Fundamentals
May 2008
More oil, please
David Long
Go
CGES Global Oil Report
March-April 2008
Non-Opec oil production - straining against depletion
David Long
Go
Argus Fundamentals
March 2008
Diesel deficit
David Long
Go
Argus Fundamentals
January 2008
Fundamental disconnect
David Long
Go

---2007

Argus Fundamentals
December 2007
Future shock
David Long
Go
Argus Fundamentals
November 2007
Inflationary pricing
David Long
Go
CGES Global Oil Report
September-October 2007
Oil prices - a fundamental explanation
David Long
Go
Argus Fundamentals
October 2007
Mind the gap
David Long
Go
Argus Fundamentals
September 2007
Structural imbalance
David Long
Go
CGES Global Oil Report
July-August 2007
The growth in emissions trading
Margaret Chadwick
Go
CGES Global Oil Report
May-June 2007
Refinery upgrading margins - will the golden age continue?
David Long
Go
CGES Global Oil Report
January-February 2007
Non-Opec production - rising costs slow output growth
David Long
Go

---2006

CGES Global Oil Report
September-October 2006
Global oil demand - at a turning point?
Margaret Chadwick
Go
Argus Fundamentals
August 2006
A tale of two markets
David Long
Go
CGES Global Oil Report
May-June 2006
Lowering sulphur limits in diesel fuel
Margaret Chadwick
Go
CGES Global Oil Report
March-April 2006
UK gas - why are prices so high?
David Long
Go
CGES Global Oil Report
January-February 2006
North America's unconventional oil supply
Margaret Chadwick
Go

---2005

CGES Global Oil Report
November-December 2005
Non-OPEC production - playing catch-up
David Long
Go
CGES Global Oil Report
September-October 2005
The changing relationship between oil prices and fundamentals
Margaret Chadwick
Go
CGES Global Oil Report
July-August 2005
The global refining system - feeling the strain
Margaret Chadwick
Go
Oxford Energy Forum
August 2005
End of an era
David Long
Go
CGES Global Oil Report Market Watch
May-June 2005
Fear or fundamentals why are oil prices so high?
David Long
Go
CGES Global Oil Report Market Watch
March-April 2005
Gas-to-liquids: the future for gas?
Margaret Chadwick
Go

---2004

CGES Global Oil Report
November-December 2004
Non-Opec production - steady growth in 2005
David Long
Go
CGES Global Oil Report Market Watch
November-December 2004
Freight rates - the latest constraint
Margaret Chadwick
Go
CGES Global Oil Report
September-October 2004
The EU Emissions Trading Scheme - an update
Margaret Chadwick
Go
CGES Global Oil Report
July-August 2004
World refining capacity - close to the limits
Margaret Chadwick
Go
CGES Global Oil Report Market Watch
July-August 2004
Why is oil demand so strong?
David Long
Go
CGES Global Oil Report Market Watch
May-June 2004
US gasoline prices - why have they been so high?
Margaret Chadwick
Go
CGES Global Oil Report Market Watch
March-April 2004
Why are oil prices so high?
David Long
Go

---2003

CGES Global Oil Report
November-December 2003
Non-Opec production - the paradox of falling discoveries and rising production
David Long
Go
CGES Global Oil Report Market Watch
November-December 2003
US gasoline - the changing market
Margaret Chadwick
Go
CGES Global Oil Report
September-October 2003
Emissions trading - helping to meet the Kyoto targets
Margaret Chadwick
Go
CGES Global Oil Report Market Watch
September-October 2003
Oil demand outlook
David Long
Go
CGES Global Oil Report Market Watch
July-August 2003
The US gas market in crisis
Margaret Chadwick
Go
CGES Global Oil Report
May-June 2003
Energy markets - improving price discovery
David Long
Go
CGES Global Oil Report Market Watch
May-June 2003
Crude differentials
Margaret Chadwick
Go
CGES Global Oil Report Market Watch
March-April 2003
Did options accelerate the oil price collapse?
David Long
Go
CGES Global Oil Report
March-April 2003
The significance of the cover provided by oil inventories
Margaret Chadwick
Go
Oxford Energy Forum
February 2003
Beyond Brent
David Long
Go

---2002

CGES Global Oil Report
November-December 2002
Non-OPEC production: high oil prices maintain the momentum
David Long
Go
CGES Global Oil Report
September-October 2002
Are oil prices inflated by a war premium?
David Long
Go
CGES Global Oil Report
July-August 2002
Shifting oil trade patterns in the Asia-Pacific region
Margaret Chadwick
Go
CGES Global Oil Report
May-June 2002
Refining - what makes it tick
Margaret Chadwick
Go
CGES Global Oil Report
March-April 2002
European gas: a tale of two markets
David Long
Go
CGES Global Oil Report
January-February 2002
Syncrude: a source of supply for the 21st century
Margaret Chadwick
Go

---2001

CGES Global Oil Report
November-December 2001
Non-OPEC production: the going is getting tougher
David Long
Go
CGES Global Oil Report
September-October 2001
Upstream investment - going for growth
Margaret Chadwick
Go
CGES Global Oil Report
July-August 2001
Oil demand growth in 2001 and 2002
David Long in association with Leo Drollas
Go
CGES Global Oil Report
May-June 2001
US energy - a study in under-investment versus rampant demand
Margaret Chadwick
Go
CGES Global Oil Report
March-April 2001
In search of liquidity: the quest for new oil price markers
David Long
Go
CGES Global Oil Report
January-February 2001
The future of oil: meeting the growth in world demand
David Long in association with Leo Drollas
Go
Fuel cells: how much of a threat to oil?
Margaret Chadwick
Go

---2000

CGES Global Oil Report
November-December 2000
Non-OPEC production: sluggish growth ahead
David Long
Go
CGES Global Oil Report
September-October 2000
Oil prices and taxes: dogma or dialogue?
David Long
Go
CGES Global Oil Report
May-June 2000
E-Commerce - revolutionising the oil business?
Margaret Chadwick
Go
CGES Global Oil Report
March-April 2000
Oil price management: why OPEC needs a real Gulf crude market
David Long
Go
CGES Global Oil Report
January-February 2000
Sharing out the proceeds: who benefits from changes in crude oil prices?
Margaret Chadwick
Go

---1999

CGES Global Oil Report
November-December 1999
Non-OPEC production: recovery in 2000?
David Long
Go
CGES Global Oil Report
September-October 1999
The challenge of tighter oil product specifications
Margaret Chadwick
Go
CGES Global Oil Report
July-August 1999
Long-run trends in global oil demand
David Long
Go
CGES Global Oil Report
May-June 1999
Are speculators driving the oil price?
David Long and Leo Drollas
Go
CGES Global Oil Report
March-April 1999
OPEC's latest cuts: doing the business at last?
Margaret Chadwick
Go
CGES Global Oil Report
January-February 1999
European gas: a new competitive landscape
David Long
Go