The document provides a tabular analysis of changes in demand and stock for US Integrated Oils from 2006 to 2014, along with a discussion on Non-OPEC supply risks, particularly focusing on Brazilian production challenges due to the 'Lava Jato' scandal and local content requirements. It includes IEA Non-OPEC supply projections and highlights risks to the growth story due to reduced capital spending and FPSO deliveries.
documents/vol00010-efta01367357-pdf.pdf
{"title":"US Integrated Oils","document_date":"2015-05-31","document_type":"tabular","key_locations":["Brazil"],"key_organizations":["IEA","Deutsche Bank"],"reference_numbers":["DB-SDNY-0058890","SDNY_GM_00205074","EFTA01367357"]}