Market Intelligence

Market Intelligence

The Covid 19 is a global crisis unlike any we have ever seen before and it has the potential to disrupt established markets, supply chains and distribution channels. The Market Intelligence advisory topic is meant to provide access to information, data and analysis on everything from supply bottlenecks to demand forecasts to price fluctuations so that members can better prepare for an uncertain future.  

The International Energy Agency’s (IEA) Energy Mix newsletter

05/05/2020
The IEA newsletter has information on market impacts around the world due to the Covid crisis. It also links to the their special Covid-19 analysis hub

Argus Insight: Pandemic and price war — The impact on global LPG markets

05/05/2020
The first quarter of 2020 has seen unprecedented upheaval and disruption, not just to daily life, but also to energy and commodity markets — with LPG no exception. But while the pandemic has wreaked havoc across jet fuel, gasoline, and diesel markets, the impact of Covid-19 on LPG — which is both an essential fuel and feedstock — has been somewhat different to other products.

Read the latest analysis from Argus on the impacts on the LPG markets in this new whitepaper, Pandemic, and price war — The impact on global LPG markets.

Drewry Shipping Consultants launch a Covid-19 hub page

22/04/2020
Drewry Shipping Consultants have launched a dedicated Covid-19 hub page with assessments and information on the impact of developments on the shipping industry, from the financial health of key industry players to displaced container equipment, cancelled sailings, freight rate development and market forecasts

The International Energy Agency’s (IEA) Energy Mix newsletter

20/04/2020
The IEA newsletter has information on market impacts around the world due to the Covid crisis. It also links to the their special Covid-19 analysis hub

Federation of Indian Petroleum Industry’s (FIPI) Support to Member Companies during COVID 19 Crisis

16/04/2020
A “Weekend Reading” newsletter for FIPI’s members with a comprehensive round up of information on what is happening in Indian oil & gas markets during the Covid crisis.

Rystad Energy: Global Outbreak Overview and its Impact on the Energy Sector

14/04/2020
Rystad Energy estimates that oil demand destruction in April could amount to 27 million barrels per day, of which nearly 5 million barrels per day will come from the three largest consumers; China, Japan and India

The Oxford Institute for Energy Studies overview on the Covid crisis’ impact on India’s energy sector

10/04/2020
This report argues that the net impact on India’s energy sector is likely to be shaped by three factors: government support measures to mitigate the economic fallout of the pandemic; the level of international oil prices – which could constrain or expand fiscal space; and, the global economic impact of the pandemic

US Energy Information Administraion (EIA) forecasts record high global inventory builds

10/04/2020
EIA predicts large increases in inventory due to the economic contraction caused by COVID-19 and a rapid increase in crude oil supply following the suspension of previously agreed upon production cuts among the Organization of the Petroleum Exporting Countries (OPEC) and partner countries

The International Energy Agency’s (IEA) Covid 19 hub

08/04/2020
The IEA have launched a Covid-19 hub that explores the impacts of the Covid-19 pandemic on global energy markets.

OPIS COVID-19 Webinar Recording & Presentations

31/03/2020
“Markets in Disarray: What Now, What Next?” webinar by OPIS

Argus Assessments

31/03/2020
Access to all of Argus’ assessmens off the immediate fallout from the virus on multiple commodities and the potential impact for 2020

Covid-19 and Associations

31/03/2020

The effect of Covid 19 on Associations

Asian Markets

31/03/2020
Trends happening in Asian markets the week of 23rd March