Just Released: "Sudan & South Sudan Oil & Gas Report Q1 2013"
BMI View: The restart of oil production from Sudan's oil fields is a positive development, though we highlight that damaged fields, infrastructure, and technical challenges pose downside risks to the nearterm recovery of volumes. While we expect production to recover to pre-crisis levels, we believe this will not take place until 2016 when output reaches 448,990b/d. Although Sudan was able to successfully issue new licences, we are more optimistic regarding South Sudan's oil potential, with the latest agreement potentially a...
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