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IEA and OPEC energy assumptions on fragile ground
Geopolitical uncertainty casts a pall over expectations around demand, supply, investment and spare capacity
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The two oil heavyweights’ diverging fiscal considerations are straining unity within the group
OPEC+ still showing restraint
Petroleum Economist analysis shows OPEC bringing back some barrels in May, but fewer than expected, while OPEC+ continues to see output fall
OPEC+ keeps more barrels off market in April
A fall in Venezuelan output drives overall production lower, as Saudi Arabia starts to slowly bring more crude to the market
OPEC compliance improves amid market share threat
The surprise decision to bring on extra supply has coincided with better quota conformity from laggards in the group, Petroleum Economist analysis shows
OPEC+ plays with a straight bat
The oil alliance’s decision to keep to the plan amid tightening economic fundamentals seems to have been lost in the global geopolitical maelstrom, misplaced market speculation and haze of conjecture
Petronas pulls out of South Sudan
Uncertainty persists in South Sudan’s oil sector, potentially threatening the viability of the young nation itself
Letter from the UK: A positive legacy for OPEC?
Oil producer group could spearhead the shift to cleaner energy in member countries and be part of transition solution
UAE could be big winner from Aramco U-turn
Saudi Arabia’s decision not to expand capacity target seen as bolstering UAE’s position within OPEC+
OPEC stresses need for all-energies approach
Secretary general says oil can help solve trilemma and is upbeat on ‘flexible’ OPEC role to help manage crude supply longer term
South Sudan Opec TotalEnergies CNPC Petronas ONGC
Helen Robertson
27 April 2018
Follow @PetroleumEcon
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South Sudan eyes Western oil investment

Decades of civil unrest, a plunge in oil prices and international sanctions have spooked investors. Now the country's oil minister wants to lure them back

It has been a traumatic birth for the world's youngest nation. Since gaining independence in 2011, South Sudan has been battling civil war, economic disaster, famine and corruption. Seven years on from its split with Sudan, border disputes between the two countries remain a point of serious contention—and a major security risk to operators in the oil industry. In a central London hotel I meet South Sudan's oil minister, Ezekiel Lol Gatkuoth. He is in the capital to catch the onslaught of industry executives who have come to network during International Petroleum Week. He is on a charm offensive to attract upstream investors. "I would like to see BP, ExxonMobil and Chevron—the main players in

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