Fossil Energy Research Reports

Morgan Stanley 2026-06-15

中国经济的AI与能源新时代

Industry Report EN 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

Economic 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

UBS 2026-06-11

Global Gas: Injections Struggle to Catch Up

Market Report EN 20 Pages

UBS 2026-06-11

Global Oil and Gas: Hormuz tracker: day 103

Economic Report EN 23 Pages

JPMorgan 2026-06-09

TEx2, Global LNG Tracker/Hormuz, ENI, AKRBP, EQNR: EU Energy Sector Specialist Commentary

Industry Report EN 10 Pages

Nomura 2026-06-10

India Oil and Gas: Prefer IOCL Among OMCs; CGDs' Valuation Cheap — OMCs' Integrated Margins Tracking in Positive After Price Hikes, Excise Duty Cuts, Oil Price Fall

Industry Report EN 28 Pages

UBS 2026-06-09

Global Oil and Gas: Hormuz Tracker — Day 101

Industry Report EN 23 Pages

BofA Securities 2026-06-08

EV Tracker Apr-26: Higher Oil Prices and Chinese Exports Turbocharge Europe

Industry Report EN 25 Pages

UBS 2026-06-09

China Oil, Gas and Chemical Sector: Weekly Tracker — Crude Inventories Continued to Decline; Major Chemicals Inventory Also Fell

Industry Report EN 15 Pages

UBS 2026-06-10

Global Oil and Gas Hormuz tracker: day 102

Economic Report EN 23 Pages

JPMorgan 2026-06-09

ANE, GLOBAL LNG TRACKER/HORMUZ, IBE: EU Energy Sector Specialist Commentary

Economic Report EN 7 Pages

JPMorgan 2026-06-10

JPM | US Energy: US Attacks Iran as Inventories Deplete, Odds of June SOH Normalization Fall <10%, Higher Gas 2H27, Power Demand to Hit Records, DVN Guide, ETR Analyst Day, FCX Dinner

Market Report EN 19 Pages

UBS 2026-06-05

North American Oil & Gas: The Gas Digest - Strong May ISM Data; Canada LNG Updates

Industry Report EN 16 Pages

Barclays 2026-06-05

US CPI Inflation Preview: May CPI: Softer rents, stronger travel inflation

Economic Report EN 10 Pages

JPMorgan 2026-06-04

China Technology: Picking Winners: Preferring Upstream, Selective on Downstream

Market Report EN 9 Pages

Morgan Stanley 2026-06-04

June 4: Oil-Led Rates Rally: Global Macro Commentary

Market Report EN 13 Pages

Deutsche Bank 2026-06-04

Oil down a bit on 'final negotiations'; US payrolls today: US inflation persisting well above the Fed's 2% target; Case for a June BoJ hike has increased

Company Report EN 14 Pages

JPMorgan 2026-06-04

JPM | US Energy: Israel & Lebanon Truce, SOH Crossings Hit Post War High, China Oil Imports -38% in May, Russia Oil Production Down, We Upgrade VG, Clean Energy Conference Takeaways, Iron Ore Notes of Caution

Company Report EN 19 Pages

UBS 2026-06-02

Global Oil and Gas: Hormuz tracker: day 94

Industry Report EN 23 Pages

UBS 2026-06-02

Global Strategy Deal or No Deal: Trading Oil & Rates Scenarios in Global Credit

Market Report EN 10 Pages

UBS 2026-06-04

Global Oil and Gas Hormuz tracker: day 96

Market Report EN 23 Pages

UBS 2026-06-03

Global Oil and Gas: Hormuz tracker: day 95

Market Report EN 23 Pages

UBS 2026-06-02

Global Oil and Gas: Global Oil & Gas Valuation 2 June 2026

Market Report EN 36 Pages

UBS 2026-06-03

China Oil and Gas Sector: Oilfield services: higher semi-sub/drillship utilization in May; bullish mid-term outlook for OFS

Market Report EN 14 Pages

UBS 2026-06-02

China Oil, Gas and Chemical Monthly: No meaningful improvement in Hormuz flow in May; CCPI retreated on subdued procurement

Market Report EN 18 Pages