EFTA01411427Set 10
2015-05-31202p28,772w
Mb/d
-500
Avg Growth Bbl Contribution
Source: Deutsche Bank, Wood Mackenzie, IEA
YoY Non-OPEC Supply Growth (Avg)
Source: Deutsche Bank, Wood Mackenzie, IEA
Despite the large cut to headline ... Source: Deutsche Bank, Wood Mackenzie, IEA, includes Ekofisk II
redevelopment project
2014
2015
2016
But, there is a call on US onshore oil growth — the new swing producer
Although ... Figure 66: IEA Non-OPEC supply projections
(0.8)
(0.6)
(0.4)
(0.2)
0.0
0.2
0.4
0.6
0.8
1.0
1.2
2014
2010
2012
2013
2011
EFTA01411535
2015
2009
Month IEA Forecast
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01411427.pdf
EFTA01135246Set 9
2013-06-1618p7,621w
industrial times of as much as 5.3
degrees Celsius (9 degrees Fahrenheit), which IEA chief economist Fatih Birol warned "would be a
disasterfor all countries." "This puts ... emissions, so "energy has a
crucial role to play in tackling climate change," the IEA said. Its report urged nations to take four
steps, including aggressive energy-efficiency measures ... even though the scientific evidence
about climate change continues to mount," Birol said.
The IEA mapped a way for countries and companies to contain increases in global temperatures. It
urged
https://www.justice.gov/epstein/files/DataSet%209/EFTA01135246.pdf
EFTA01069745Set 9
2011-04-266p3,898w
profits and the Twilight of the Gods (in the US, Europe, China and the IEA)
Here's what our U.S. Balanced portfolio looks like right now'. High Yield. Core Bonds ... Apr.11 May.11 Jun-11 Jut.11
Sou ce: Bloomberg
The problem for the IEA is that the tightness in oil markets Post-Libya OPEC spare capacity running out
Millions of barrels ... profits and the Twilight of the Gods (in the US, Europe, China and the IEA)
Twilight of the Gods part 3: Why is everyone assuming that the next Chinese tightening
https://www.justice.gov/epstein/files/DataSet%209/EFTA01069745.pdf
EFTA01367352Set 10
2015-05-311p610w
immediately removal), 2) the actual amount of
floating storage holding Iranian barrels (IEA references reports suggesting -30
mmbbl's, or 180kb/d for 6 months. Wood Mackenzie offers a smaller
estimate ... kb/d in exports in
mid-2016, assuming sanctions fully lifted in mid-'16, IEA suggesting
sustainable production capacity at -700kb/d above April 2015's production
levels). the risk
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01367352.pdf
EFTA01441191Set 10
2013-02-2638p7,394w
SERVICE Of PROCESS
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https://www.justice.gov/epstein/files/DataSet%2010/EFTA01441191.pdf