Global oil demand continues to rise under current policy scenarios, led by emerging markets. Limited EV and SAF penetration supports high refining utilization through 2030, while geopolitics, crude quality shifts, and chokepoints reshape global fuel and petcoke trade flows.
Analyst Notes are focused, insight‑driven reports that examine key market developments shaping energy, chemicals, and materials industries. They combine data, expert interpretation, and practical context to explain what is changing, why it matters, and what the implications are for strategy, investment, and operations.
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