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|Event||MarCon*||IIR Comment||IIR Links||Outlet|
|Peak oil, coming to a neighborhood near you!||The impact of COVID-19 has moved forward what analysts projected would be peak oil demand. Previous estimates were closer to 2030, but those estimates have moved forward closer to 2027-2028 due to supply chains in oil production severely affected by the impact of the coronavirus.||Industrial Info's Weekly Global Refining Impact Report||Financial Times|
|Maersk Tankers changes direction of company||Worries over geopolitics, along with decreases in demand and margins, have caused Maersk Tankers to change direction from owning tankers and transporting them, to solely managing them.||Maersk Drilling Cutting Workforce After Losing Contracts||WSJ|
|Rally in raw materials signaling to investors global growth returning faster||COVID-19 laid a Mike Tyson right hook to commodity prices, knocking them down. Well, after a refereed “10 count,” prices are getting off the mat and rebounding strongly with economic re-openings.||Steel Companies Report Tough U.S. Market Conditions in Second Quarter||WSJ|
|U.S. shale companies face a possible $300bn in writedowns in Q2||The huge impairments — about half the net value of the companies’ property, plant and equipment — would increase the sector’s leverage from 40% to 54%, triggering insolvencies and restructuring, says the study by Deloitte, an accountancy.||IEA Sees 50% Decline for Shale Capex in 2020||Financial Times|
|COVID-19 accelerating changes in energy Supply and Demand||COVID-19 is impacting energy demand, energy security and renewables investments while accelerating long-term trends of the global energy mix. Just glimpsing how this COVID straw is stirring our energy drink...||Industrial Info's Weekly North American Refining Report||Eco-Business|
|Weekly Recap: 06/24-07/01||“Great Scott ~ my mind is blown” - Doc Brown. For the only thing certain is uncertainty. And market participants feel like they are caught up in a game of Red Rover, Red Rover. Positive. Negative. Negative. Positive. Bouncing between these poles like a pinball. How much does it say when Maersk changes company direction? To me, that speaks volumes about the logistical changes & returns in commodity supply chains. Time to rethink everything. Eh ghads!!|
|*MarCon (Market Condition 1-5, with 5 being the highest impact) indicates directional bias or price effect for the relevant commodity (Oil, Natural Gas, Chemicals, etc.) and is graded by our team of experts here at IIR.|