Strategy Report
The Enigma Of Oil Fundamentals
EM oil demand remains resilient and will continue to be propelled by global growth this year. Supply management by OPEC 2.0 and production discipline outside the coalition will be maintained, forcing inventories lower. Recent price weakness – largely reflecting political uncertainty – has pulled our 2023 Brent forecast down to $90/bbl (from $95/bbl); our 2024 forecast remains at $115/bbl.
BCAリサーチ | Commodity & Energy Strategy
One macro framework for rates, FX, credit, and commodities, helping investors connect cross-market signals and position with clarity and conviction.
BCAとつながり続ける
最新のイベントおよびリサーチインサイトをメールでお届けします。