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April 24, 2020
Oil prices will remain very low in 2Q20, but will recover in 2H20 as the worst of the pandemic is left behind. Even though the global economy will be boosted by fiscal and monetary support, prices will remain subdued.
April 14, 2020
Pemex should take advantage of the 100,000 barrels a day cutback to reduce capex in E&P in 2020. This policy action would boost its liquidity, improve chances of meeting its financial balance approved by Congress and avoid increasing its financial debt.
April 3, 2020
The headwinds from declining oil demand and increasing supply will delay the recovery of the Texas economy. Consequently, we expect Texas GDP to decline between -3.7% and -6.9% in 2020, that is, worse than the U.S. average. This would mark the worst recession since at least 1978.
March 23, 2020
The rapid outbreak of the new coronavirus (COVID-19), which has spread far beyond China, has wreaked havoc on financial markets. World stock markets have fallen by around 30% in just over a month, led by the transport, tourism, hotel industry and energy sectors, which has been followed by others such as finance.
June 28, 2019
OPEC+ will most likely extend the output deal through the rest of the year. Weaker economic growth to lead to slower demand for oil. Escalation of tensions between U.S. and Iran, as well as trade negotiations between China and the U.S. are the main sources of uncertainty.
April 8, 2019
OPEC+ cuts are tightening the market and driving up prices. The deal could be extended for the entire year. Sanctions to Venezuela and Iran could tighten supply further. However, OPEC has significant spare capacity to offset upward price pressures. In 2019, U.S oil production will expand further while substantial transportation capacity will be added.
January 28, 2019
Financial markets started the week on the wrong foot, awaiting the outcome of a raft of events that will take place this week. High-level US-China trade talks and Wednesday’s FOMC meeting will be the main milestones. Additionally, a vote on May’s Brexit “plan B” along with the release of economic data in the US, Europe and China will also take investors’ attention.
January 26, 2019
OPEC+ decision to reduce output prevented prices from declining further. The expiration of import waivers of Iranian oil could have a positive effect on prices. U.S. production is expected to remain robust through the year. Demand is projected to slow down as global economic growth weakens. Prices could move between $60 and $70 in 2019, but may decelerate further in 2020.
January 25, 2019
Cautious mood in markets during the week, amid the resurfacing of concerns about global growth. The release of China’s 4Q18 GDP -which confirmed the expected slowdown-, the cut in the IMF’s global economic growth forecast and disappointing confidence data pointed in this direction. Meanwhile, uncertainty about Brexit developments and ECB meeting were the main drivers
