Publications: Notes at the Margin

Entering a Period of Transformation (September 29, 2014)


World oil markets are entering yet another era of transformation. The consequence could be months of price volatility, confusion, and serious dislocations. The current transition is occurring because the Atlantic Basin has been overwhelmed with surplus crude, particularly light crude. In this week's report, we discuss the details and implications of the evolving market in light of past transformative events.


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