March 15th, 2019

Oil Trade Outlook

IEA’s perspective

To be heard above the noise, analysts like to produce ‘original’ perspectives. Nowhere is this more evident than in the divergent views emerging from the investment banking community on how the refining industry will respond to IMO 2020. But, once a year, the IEA weighs in with (what we like to believe is) a more considered perspective. We often find ourselves at odds with its conclusions, but the IEA is trying to predict the imbalances that the market will have to correct, not which part of that balance will blink first.

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