Geopolitics
Overview
The era of freely tradeable and frictionless trade in global energy markets is over. Tariffs, sanctions and maritime blockades in global trade have ushered unprecedented volatility in global energy markets. Whether it is quantifying barrels at risk, managing basis risk or assessing the impact of geopolitical events on asset portfolios, REA has a history of providing clients with actionable intelligence to anticipate market shifts, reduce uncertainty and enhance strategic planning.
Benefits
Data-driven Insights
REA provides clients with actionable intelligence on fast-moving geopolitical developments and their impact across the oil and gas value chain. Alongside REA’s in-house data, we have an extensive network of associates across several geographies, particularly the Middle East.
REA’s Oil and Gas geopolitics service is data-driven and adds value in the following ways:
- Understand how geopolitics impacts the shape of oil and gas curves: beyond quantifying barrels at risk, REA provides detailed country intelligence to gain a view of forward balances and whether these align with market expectations.
- Trade flows and pricing: REA’s geopolitics service provides detailed insights on trading balances, the impact of geopolitics on pricing and deal activity
- In-country intelligence: REA’s network of associates provide clarity on opaque markets where public data is either thin or unreliable. Our local network provide insights on barrel and cargo movements, refinery run activity and the diplomatic deals which impact flows.
Urals crude exports by destination country (kb/d)
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