After winning the U.S. presidential…
It's been a volatile week…
While buying oil in the…
In the latest edition of the Numbers Report, we will take a look at some of the most interesting figures put out this week in the energy and metals sectors.…
Politics, Geopolitics, & Conflict - Malaysia on Thursday said its state-run oil company, Petronas, would continue to explore for oil and gas in its South China Sea EEZ, against China’s…
We are closely watching Libya, as we have cautioned readers against pricing in stable oil production in Libya beyond the near-term. Rumors have been circulating via Libyan social…
US Elections Unlikely to Change Shale Producers’ Policy- As the US…
Big Oil Braces for Impact as Pace of Buybacks Becomes Untenable-…
The crude oil market faces a critical juncture, driven by escalating geopolitical tensions in the Middle East and questions over global spare production capacity. Traders are caught between the potential…
Politics, Geopolitics & Conflict On Thursday, Libya’s parallel eastern government (Haftar clan) lifted the force majeure on output and exports just hours after a deal was reached for two compromise…
The last time I wrote here about crude, it was to explain why oil had dropped that week on what looked, on the surface, like bullish news. In that piece,…
Imminent war makes for great headlines, but they roil oil markets that are already operating at the height of disconnect, contradiction, and confusion. The whipsaw nature of oil…
Crude Oil Weekly Recap: Key Events Driving Price Movements This week, light crude oil (WTI) prices experienced notable volatility, shaped by a series of major global events that put pressure…
Politics, Geopolitics & Conflict Libya remains gridlocked this week, with a UN-mediated agreement between the rival sides on the appointing of a yet-to-be-determined head of the Central Bank that both…
Last week, the Fed did something that surprised the markets to some extent. The fact that they cut interest rates at the September meeting was certainly not a surprise. Many…
Russia-Ukraine, Israel-Gaza, and the relentless targeting of Red Sea shipping by Yemen’s Houthis are not micro conflicts unfolding in a vacuum, and the Horn of Africa is where…
COP29 Bets on Energy Storage as Funding Talks Hit a Roadblock - Azerbaijan’s COP29…
Light crude oil futures have rallied sharply this week, supported by multiple key factors. The U.S. Federal Reserve’s aggressive rate cut, escalating geopolitical tensions between Israel and Hezbollah, and a…
Politics, Geopolitics & Conflict South Sudan said this week that it had cut a deal with the SAF (Sudanese Armed Forces) in neighboring Sudan to resume crude oil exports, which…
Long-term investing in anything in the run up to a US election is a risky proposition, but stocks in the energy sector are particularly prone to post election volatility. The…
Claims that the rival governments in Libya will soon resolve their differences and entirely lift the blockade on oil exports put in place by the Haftar clan in…
Crude Oil Prices Recap: Key Drivers of Last Week's Market Movements This week, crude oil prices experienced notable volatility, with a mix of supply-side disruptions and ongoing demand concerns shaping…
Politics, Geopolitics & Conflict- North Korea used its state news agency to send a message that it is enriching uranium for nuclear weapons. The news agency published a…