Global Commodities

Global market analyses covering market and price developments, as well as regulatory and legislative contexts, are ongoing and on a regular basis. 

GLOBAL COMMODITIES

Markets Covered

Since 1978, we have collected monthly country-level data on all global “liquids” energy markets. We combine that data with analysis of national public policies and regulation and track investment in the liquids supply chains to anticipate changes to flows. This analysis results in projections of supply, demand and price in each market. The global outlooks are published monthly and provide projections that extend 1 month to 25 years. We publish monthly analyses that drill down on market factors in each geographic region.


Crude Oil Markets
Refined Product Markets
Refining Capacities, Investments, & Margins
Petrochemical Feedstocks
Olefins
Bio & Drop-In Liquid Fuels 
Renewable Fuel Credit Markets
Vehicle Markets

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CRUDE OIL OUTLOOK A monthly report that provides an independent analysis of global crude oil supply, demand, inventories, and price. The analysis is bottom-up, built on knowledge from a country-by-country database that started in the 1980s. The report provides one-year, 2-year, and 5-year outlooks. 
GREEN ENERGY TRENDS As ESAI Energy conducts ongoing analysis of the energy transition and its impact on legacy energy markets, we assemble a quarterly update of developments associated with decarbonization in markets and industries that are integrated with or adjacent to the oil and gas markets.
LONG-TERM OUTLOOK An annual analysis of global oil markets with a 25-year outlook published in the first quarter. Global and regional market analyses covering market and price developments, as well as regulatory and legislative context on an ongoing basis. 
REFINING OUTLOOK

A monthly data-driven analysis examining the changing landscape of the global refining market and the dynamics of refinery crude demand and refined product supply. We present a comprehensive outlook on refinery crude demand and regional refining margins by analyzing market fundamentals, pricing trends, ongoing projects, and country and regional developments.
PETROCHEMICAL OUTLOOK A monthly data-driven analysis examining the changing landscape of the petrochemical market and the dynamics of petrochemical feedstocks, including ethane, LPG, and naphtha. We present a comprehensive outlook on each market individually and the whole sector by analyzing market fundamentals, pricing trends, ongoing projects, and regional developments.
RENEWABLE FUELS & CREDIT MARKETS

Data-driven analysis examining developments in renewable fuels markets and the dynamics of individual biofuels markets, including renewable diesel, sustainable aviation fuel, ethanol, and biodiesel. Through analyzing market fundamentals, pricing trends, project investment, biofuel feedstock markets, and regional political and policy developments, we present a comprehensive outlook on each market at a policy, country, regional and global level. 
RINSIGHTS RINs drive investment in renewable fuel production facilities and significantly affect refiners’ compliance costs, but the RIN market is filled with market volatility and legal uncertainty. The energy economists at ESAI Energy have teamed up with the renewable fuel attorneys at Pillsbury Winthrop Shaw Pittman to shed new light on RIN pricing with near-and long-term forecasts that inform both trading and investment decisions through a comprehensive analysis of legal and economic factors that influence RIN prices.
FUELS OUTLOOK ESAI Energy leverages its detailed product database to offer in-depth analysis each month on global developments in the transport fuel markets. These fuels include gasoline, diesel, jetkero, and fuel oil. The analysis is fundamentals-driven, examining product supply, demand, trade, inventories and pricing at a global and regional level. 
The monthly report provides clients with a forecast on regional product demand, refinery supply, nonrefinery supply, and product pricing. The report and the dataset include a 12 to 18 month outlook each month, two-year outlooks in April and October, and a five-year outlook in July.

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"ESAI Energy is the only firm in the industry that provides comprehensive refinery-level data."

 

Our clients.

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