Energy

Summary:

This Equity Research report provides a quarterly global outlook on the oil and gas market, from a broad data-driven perspective, with a detailed price forecast and supply/demand analysis of the forces that are shaping these markets. The team analyzes recent trends, such as the impact of geopolitical events on oil prices and the ramp-up of LNG projects on natural gas, insights on the Brent price, ongoing geopolitical tensions, OPEC+, the outlook for North American natural gas, the Canadian oil market, the Brazilian oil sector, European natural gas market dynamics, global LNG supply and demand, and the Permian Basin’s gas egress issues.

Summary:

This report provides a detailed analytical briefing on the newly announced Canada–Alberta energy Memorandum of Understanding (MOU) and its implications for Canada’s oil, gas, electricity, and infrastructure sectors.

Summary:

This report offers a data‑driven look at the North American refining landscape, highlighting regional dynamics across the Gulf Coast, Inland, West Coast, and East Coast markets. Drawing on Scotiabank GBM’s forecasts, the report delivers a clear, concise snapshot of the key forces shaping today’s refining sector.

Summary:

This report from Equity Research offers unique insights into Canada's Pathways Alliance carbon capture and storage project and related energy initiatives, analyzing their potential to reshape the Canadian oil and gas sector. The analysis evaluates the economics and emissions impact of a potential "grand bargain," where decarbonization efforts would be paired with new oil export opportunities. This report provides valuable perspective on how these developments might influence the future of Canadian energy.

Summary:

This introduction to oil markets provides a comprehensive overview of the U.S. oil and gas industry, detailing operations from exploration and production to refining, marketing, and chemicals. The Equity Research team analyzes factors influencing oil prices such as supply, demand, and geopolitical events, while also assessing crude oil quality and its impact on pricing. The report examines the role of integrated oil companies and independent refiners and looks into major upstream projects and unconventional resources such as shale oil and oil sands. The analysis explores global refining capacities, margins, and investment timing, alongside valuation methodologies for major oil companies.