Energy & Commodities Research Reports

Morgan Stanley 2026-07-10

Crude Oil → Fed Policy Pricing → UST Yield Linkage Returns

Industry Report EN 11 Pages

Citi 2026-06-26

Aker BP (AKRBP.OL): Feedback on CW Centers on 2Q Being Too Early for a Dividend Raise

Company Report EN 13 Pages

Goldman Sachs 2026-06-26

CHINA SOLAR: TRACKING PROFITABILITY INFLECTION: Jun-26: Persistent upstream pricing softness against worsening inventory expectations

Industry Report EN 11 Pages

Barclays 2026-06-25

Global forecasts: Updated forecasts for global bond yields, WTI, Brent, global equity indices, select FX/EM currency pairs and key economic forecasts, including GDP, inflation, debt and interest rates.

Economic Report EN 14 Pages

JPMorgan 2026-06-21

JPM Shale Land Rig Analysis: Analyzing Activity Trends by Operator, Basin, and Drilling Contractor: Land Rig Activity Rises by a Whopping +11 Rigs

Economic Report EN 31 Pages

JPMorgan 2026-06-21

European Chemicals: Weekend Chemical Reactions

Industry Report EN 17 Pages

Morgan Stanley 2026-06-21

Petchem Prices in 2nd Week of June: Crude Oil and Naphtha Weak, Petchem Price Trend Remains Soft

Industry Report EN 14 Pages

Goldman Sachs 2026-06-18

Raising earnings forecasts on lower crude oil prices; downgrade Bridgestone to Neutral from Buy as shares approach our TP

Market Report EN 12 Pages

Jefferies 2026-06-16

JP Non-Ferrous: JXAM – InP Expansion Drives Next Leg of Earnings Growth

Market Report EN 11 Pages

Citi 2026-06-16

Asia Airlines and Shipping: China Airlines as key laggard pick for US-Iran Peace Deal

Industry Report EN 13 Pages

Morgan Stanley 2026-06-15

中国经济的AI与能源新时代

Market Report ZH 42 Pages

JPMorgan 2026-06-15

JPM | US Energy: US & Iran Agree to Deal, Hormuz Reopening Set for Friday, What's Priced In, Where Are Expectations, Open Questions & More, Activity Rises, APA Alaska, NFG Takeaways, Terrapower Fireside

Industry Report EN 18 Pages

UBS 2026-06-11

Valero Energy Corp: Takeaways from Non-Deal Road Show

Market Report EN 15 Pages

UBS 2026-06-10

Weekly Oil Data: Significant Draws Continue

Market Report EN 19 Pages

UBS 2026-06-11

LatAm Oil & Gas: LightHouse – EC, BRAV, BRKM, Fuel Distribution, Petrochemicals, Global Commodity Updates

Market Report EN 21 Pages