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ENERGY INTELLIGENCE NEWS
CNPC Forecasts Uptick in China’s Oil Demand in 2026
CNPC's latest forecast for slightly higher oil demand this year is driven by the petrochemical sector.
Tue, Feb 3, 2026
OIL MARKETS RESEARCH
Weekly Monitor: Geopolitics and Macro Whipsaw Oil, Fair Price Still in Low $60s
Non-Fundamental Premium in Oil Fades on Geopolitics/Macro
Mon, Feb 2, 2026
ENERGY INTELLIGENCE NEWS
Mideast Crudes’ Market Share Slips in Northeast Asia
Mideast crudes lost market share last year in South Korea and Japan, which are both among the world’s largest crude importers.
Mon, Feb 2, 2026
JET FUEL INTELLIGENCE
North American Snapshot: Jet Demand Meanders Along Modest Growth Path
North American jet fuel demand remained subdued as the autumn shoulder season got under way due to weakness in the US.
Fri, Jan 30, 2026
ENERGY INTELLIGENCE NEWS
China’s Exposure to Iran Oil Disruption Seen as Limited
Significant volumes of Iranian crude are now on the water that are estimated to meet Chinese demand for roughly four months.
Fri, Jan 30, 2026
PETROLEUM INTELLIGENCE WEEKLY
Supply Growth to Slow But Still Outpace Demand in 2027
Current trends assessed by Energy Intelligence indicate new liquids supply will exceed 2027 consumption growth, but market conditions can quickly change.
Thu, Jan 29, 2026
PETROLEUM INTELLIGENCE WEEKLY
Do IEA's Hikes to Demand Outlook Portend Tighter Market?
The agency has regularly been upgrading its 2025 and 2026 oil demand forecasts since October, possibly pointing to a tighter-than-expected oil market.
Thu, Jan 29, 2026
ENERGY INTELLIGENCE NEWS
India’s Bharat Poised to Green-Light New Refinery Scheme
Bharat expects to take an FID later this year on a proposed new refinery and petrochemical complex in Andhra Pradesh.
Thu, Jan 29, 2026
ENERGY INTELLIGENCE NEWS
India Scales Back Refining Target, Diversifies Crude Supplies
India has materially reduced its crude oil refining expansion plans to 2030 in a move that acknowledges the country's shift toward cleaner fuels.
Tue, Jan 27, 2026
OIL MARKET INTELLIGENCE DATA
S&D Balance
Summary of global oil supply and demand by region and organization, including processing gains. Includes current, historical and future outlook, monthly from 1985.
Mon, Jan 26, 2026
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