Oil & Gas Industry Dashboard Pack
This pack tracks consensus oil demand and supply growth expectations, the implied demand-supply balance, and company oil-price assumptions versus spot and strip pricing, with upstream margin and netback context.
Master Regime Map
Master Regime Panels
Demand Supply Balance
Supply Expectations
Demand Expectations
Margin Cycle
Unit Netback
Oil Staleness by Company
Futures/strip price minus the consensus company oil-price estimate. Positive values indicate futures are above company decks; negative values indicate company decks are above futures.
Company Universe Appendix
Companies used in the demand expectation proxy, grouped by demand segment, plus the companies used in the latest oil-supply expectation set.
Demand Expectations
Segment-level rows are rolled up to parent companies; only companies with usable demand expectation signals are shown.
| Segment | Companies | Count |
|---|---|---|
| Air Travel | 9202 JP Equity, AAL US Equity, ADP FP Equity, AF FP Equity, AIA NZ Equity, DAL US Equity, EZJ LN Equity, IAG LN Equity, LHA GY Equity, QAN AU Equity, RYA ID Equity, SIA SP Equity, UAL US Equity | 13 |
| Road Traffic | DG FP Equity, FER SQ Equity, GET FP Equity, TCL AU Equity | 4 |
| Freight Rail | CNR CN Equity, CP CN Equity, CSX US Equity, NSC US Equity, UNP US Equity | 5 |
| Parcel & Trucking | CHRW US Equity, FDX US Equity, INPST NA Equity, ODFL US Equity, SAIA US Equity, TFII CN Equity, UPS US Equity | 7 |
| Global Logistics | 1308 HK Equity, 1919 HK Equity, 2603 TT Equity, AENA SM Equity, DHL GY Equity, DSV DC Equity, EXPD US Equity, HLAG GY Equity, JBHT US Equity, KNIN SE Equity, MAERSKA DC Equity, MAERSKB DC Equity, SIA SP Equity | 13 |
| Refining Runs | BP/ LN Equity, CVE CN Equity, CVX US Equity, DINO US Equity, DK US Equity, ENI IM Equity, GALP PL Equity, IMO CN Equity, MPC US Equity, PBF US Equity, PSX US Equity, TRGP US Equity, TTE FP Equity, VLO US Equity, XOM US Equity | 15 |
| Petrochemicals | 5019 JP Equity, APD US Equity, DOW US Equity, LIN US Equity, MPC US Equity, VLO US Equity, XOM US Equity | 7 |
| Retail Fuel | 5019 JP Equity, ATD CN Equity, BP/ LN Equity, CASY US Equity, KR US Equity, MUSA US Equity, PSX US Equity | 7 |
Oil Supply Expectations
Companies with FY1 and FY2 oil production estimates in the latest same-store oil-supply expectation set. Latest same-store date: 2026-05-29.
| Expectation Set | Companies | Count |
|---|---|---|
| Oil production growth | AKRBP NO Equity, APA US Equity, AR US Equity, ARX CN Equity, BIR CN Equity, BP/ LN Equity, CHRD US Equity, CIVI US Equity, CNQ CN Equity, CNX US Equity, COP US Equity, CRC US Equity, CRGY US Equity, CTRA US Equity, CVX US Equity, DVN US Equity, EC US Equity, ENI IM Equity, EOG US Equity, EQNR NO Equity, EQT US Equity, EXE US Equity, FANG US Equity, HBR LN Equity, HWX CN Equity, KOS US Equity, MGY US Equity, MTDR US Equity, MUR US Equity, NOG US Equity, OMV AV Equity, OVV US Equity, OXY US Equity, PBR US Equity, PR US Equity, REP SM Equity, RRC US Equity, SHEL LN Equity, SM US Equity, SU CN Equity, TALO US Equity, TTE FP Equity, VAR NO Equity, WCP CN Equity, XOM US Equity, YPF US Equity | 46 |