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How Will President Trump Use Oil Sanctions?

How Will President Trump Use Oil Sanctions?

After winning the U.S. presidential…

A Post-Election Oil Trade Is Taking Shape

A Post-Election Oil Trade Is Taking Shape

While buying oil in the…

Global Energy Alert

LNG Carrier Fleet Booms

LNG Carrier Fleet Booms

Oct 20, 2024 at 19:48 | Editorial Dept

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.…

U.S. Oil and Gas M&A Slows Significantly

U.S. Oil and Gas M&A Slows Significantly

Oct 20, 2024 at 19:46 | Editorial Dept

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…

Libya’s Oil Facilities, Central Bank and NOC May Not Be Out of the Woods Yet

Libya’s Oil Facilities, Central Bank and NOC May Not Be Out of the Woods Yet

Oct 20, 2024 at 19:45 | Editorial Dept

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…

The U.S. Election Is Unlikely to Alter the Strategy of Shale Producers

The U.S. Election Is Unlikely to Alter the Strategy of Shale Producers

Oct 11, 2024 at 08:45 | Editorial Dept

US Elections Unlikely to Change Shale Producers’ Policy- As the US…

Oil Majors Are Facing a Major Dilemma

Oil Majors Are Facing a Major Dilemma

Oct 04, 2024 at 07:58 | Editorial Dept

Big Oil Braces for Impact as Pace of Buybacks Becomes Untenable-…

OPEC+ Spare Capacity Could Cushion Oil Markets

OPEC+ Spare Capacity Could Cushion Oil Markets

Oct 04, 2024 at 05:42 | Editorial Dept

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…

Libya Restarts Oil Production and Exports... For Now

Libya Restarts Oil Production and Exports... For Now

Oct 04, 2024 at 05:40 | Editorial Dept

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…

Is It Time to Turn Bullish on Oil?

Is It Time to Turn Bullish on Oil?

Oct 04, 2024 at 05:38 | Editorial Dept

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,…

Fears of World War III Are Greatly Exaggerated

Fears of World War III Are Greatly Exaggerated

Oct 04, 2024 at 05:36 | Editorial Dept

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…

Rumors of a Saudi Production Hike Boost Bearish Sentiment in Oil Markets

Rumors of a Saudi Production Hike Boost Bearish Sentiment in Oil Markets

Sep 27, 2024 at 07:36 | Editorial Dept

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…

Diplomatic Warfare Is Intensifying in South America

Diplomatic Warfare Is Intensifying in South America

Sep 27, 2024 at 07:34 | Editorial Dept

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…

My Top Energy Play After the Fed’s Rate Cut

My Top Energy Play After the Fed’s Rate Cut

Sep 27, 2024 at 07:32 | Editorial Dept

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…

A Dangerous Game of Red Sea Influence

A Dangerous Game of Red Sea Influence

Sep 27, 2024 at 07:31 | Editorial Dept

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…

A Huge Problem for the U.S. Refining Industry

A Huge Problem for the U.S. Refining Industry

Sep 20, 2024 at 07:33 | Editorial Dept

COP29 Bets on Energy Storage as Funding Talks Hit a Roadblock - Azerbaijan’s COP29…

Crude Oil Futures Surge as Bullish Sentiment Builds

Crude Oil Futures Surge as Bullish Sentiment Builds

Sep 20, 2024 at 03:46 | Editorial Dept

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…

Tensions Between Israel and Hezbollah Reach Fever Pitch

Tensions Between Israel and Hezbollah Reach Fever Pitch

Sep 20, 2024 at 03:44 | Editorial Dept

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…

A Relatively Safe Dividend Stock to Avoid Political Risk

A Relatively Safe Dividend Stock to Avoid Political Risk

Sep 20, 2024 at 03:40 | Editorial Dept

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…

The Market May Be Misinterpreting Libya's Oil Blockade

The Market May Be Misinterpreting Libya's Oil Blockade

Sep 20, 2024 at 03:39 | Editorial Dept

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…

An End To a Four-Week Losing Streak for Oil?

An End To a Four-Week Losing Streak for Oil?

Sep 13, 2024 at 09:20 | Editorial Dept

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…

How Significant is Pakistan's Oil Discovery?

How Significant is Pakistan's Oil Discovery?

Sep 13, 2024 at 08:40 | Editorial Dept

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…

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