Canada, Oil Prices and Stimulus

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Canada

Oil Prices

Stimulus

IHS Markit: global commercial vehicle production to drop 22% in 2020 in wake of COVID-19

Green Car Congress

APRIL 18, 2020

March appears to have been solid, on preliminary data, and April may even reach prior-year volumes thanks to strong government stimulus, but we do not see all of the lost volume being made up. The local industry is already recovering, with commercial vehicle plants re-opened.

2020

2020 Commercial Global Production

Deutsche Bank Forecast sees slower transportation electrification and greater gasoline demand near-term; increased confidence in the pace and breadth of long-term shift to efficient transportation systems

Green Car Congress

JANUARY 1, 2011

” Their analysis is in the context of the “ surprising [oil] demand strength of 2010 “; 2010 saw absolute incremental demand at around 2.2mb/d of growth—the second highest in 30 years, despite oil prices in the $90/bbl region. He also believes that sub-1.6L

Transportation

Transportation Gasoline Lithium Ion Gasoline-Electric

EV Driven

IHS Markit: global commercial vehicle production to drop 22% in 2020 in wake of COVID-19

Deutsche Bank Forecast sees slower transportation electrification and greater gasoline demand near-term; increased confidence in the pace and breadth of long-term shift to efficient transportation systems

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