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• Fuel – Mid-year review of China’s oil pricing

  Date: 8 July 2009
  Author: Judy Zhu
  Region: China
  

  ...on 30 June 2009 • We expect more hikes in H2 as crude oil prices are forecast to trend higher • Despite this, oil demand should improve...

• Ghana – Need for rebalancing before the oil flows

  Date: 2 February 2009
  Author: Razia Khan
  Region: Africa
  Categories: Economics
  

  ...But near term economic challenges are immense with sizeable twin deficits Future oil production promising but it is no panacea. Rebalancing of the economy is...

• Gabon – How it stacks up relative to African oil peers

  Date: 2 December 2008
  Author: Victor Lopes
  Region: Africa
  Categories: Economics
  

  ...Gabon has better governance and development indicators than its African oil peers • However, it lags behind in competitiveness rankings, suggesting that further reforms...

• Crude oil

  Date: 16 April 2010
  Author: Helen Henton
  Region: Global Overview
  Categories: Commodities
  

  • Prices should continue to edge higher in H2 on steady demand recovery and USD weakness • OPEC’s spare capacity and willingness to act will likely cap the upside • Beyond 2011, some rebound in the USD should also keep a lid on prices

• Oman – Moving away from oil

  Date: 20 July 2009
  Author: Philippe Dauba-Pantanacce
  Region: Middle East & North Africa
  Categories: Economics
  

  • Oman announces its intention to undertake a structural shift of its economy • Measures are being implemented already • The outlook for Oman is positive, in our view

• Crude Oil – China, demand and the dollar

  Date: 14 August 2009
  Author: Helen Henton
  Region: China
  Categories: Commodities
  

  • Macro trends (USD weakness, risk appetite) have dominated price action • Apparent demand from China has firmed but is only 10% of the global market • Persistently weak OECD demand, high stocks to keep prices range-bound in 3Q • Emerging-market demand recovery should support higher prices from Q4, as long as OPEC supply remains under control • We retain our forecasts for WTI of USD 75/bbl in Q4 and USD 80/bbl in H1-2010

• Crude Palm Oil – Climbing a slippery slope

  Date: 12 February 2009
  Author: Abah Ofon
  Region: Global Overview
  Categories: Commodities
  

  ...Crude Palm Oil (CPO) prices are up over 40% since the start of the year...

• Crude palm oil (CPO) – A temporary slump

  Date: 24 June 2009
  Author: Abah Ofon
  Region: Global Overview
  Categories: Commodities
  

  ...CPO price drops to 11-week low as supply concerns fade and oil prices drop • We believe near-term weather risks are not fully priced...

• Saudi Arabia: Bullish on Oil

  Date: 25 May 2009
  Author: Abah Ofon, Shady Shaher
  Region: Middle East & North Africa
  

  Saudi Oil Minister expects oil prices to reach USD75 a barrel as demand recovers...

• Gold, oil, and EUR-USD

  Date: 3 September 2009
  Author: David Barclay, Delphine Arrighi, Edward Lee Wee Kok, Helen Henton
  Region: Europe, China, India, South East Asia, Africa
  Categories: Commodities, Foreign Exchange
  

  ...be the principal driver of gold strength • EUR-USD is currently overshooting oil prices, giving a fair value of around 1.31 • BI to keep...