Energy Aspects

How can you go short in this market? With crude inventories low, can oil markets continue to be bearish? On the 1st of October at the EA Conference, Energy Aspects stated this was not the time to short, a view that has been validated by the recent geopolitics-driven price rally. #EnergyAspects #Oil #OilMarkets #Brent #OOTT

The EU's anti-dumping duties on Chinese biodiesel and HVO will lead to a forecasted 63% reduction in exports to Europe in 2024 y/y. In response, China is redirecting biodiesel to domestic bio-bunker projects and shifting HVO production to sustainable aviation fuel (SAF), which remains unaffected by the duties. This strategic pivot could lead to a 1–2% SAF blending mandate by 2026. Energy Aspects is committed to helping you navigate the energy transition. Learn more about our Trading the Transition service here - https://lnkd.in/eJpg-faR #EnergyAspects #EnergyEfficiency #Biofuels #SAF

The third instalment of the EA Forum Jeff Currie podcast series, released earlier this week for Energy Aspects subscribers, is now available. In the latest podcast, Jeff Currie tells Dr Amrita Sen, EA Founder and Director of Market Intelligence, that the oil market is too bearish and not paying attention to low stocks or the US Fed and Chinese rate cuts. They also discuss how: - Emerging markets, particularly China and Latin America, are expected to benefit from US rate cuts, potentially increasing oil demand. - Investment in energy infrastructure is lacking, with a need for capital to return to the sector to support future demand and transition efforts. - The growth of AI data centres and how that is set to transform gas demand globally. Download the full podcast here - https://lnkd.in/e2UdWDeN

"The market has been absolutely focused on what is going on in the Middle East right now, and we have seen a significant increase in oil prices in the last week on the back of fears that the current tensions may escalate into infrastructure attacks on the energy side." Energy Aspects Senior Oil Market Analyst, Livia Gallarati, appeared on BNN Bloomberg to discuss the state of oil as Israel's imminent retaliation on Iran looms over the markets. Watch the interview here https://lnkd.in/e-B4jc-m #EnergyAspects #Oil #OOTT #Markets #Trading

Day 2 at the Carbon Forward Expo 2024, with a focus on European Compliance Markets. Energy Aspects Head of Natural Gas and Emissions, Trevor Sikorski, spoke today about the EU’s “three-speeds” transition and its implications for the EU ETS. #EnergyAspects #carbonforward #Carbon #Emissions

Energy Aspects are at the Carbon Forward Expo 2024! Ben Lee, Senior Carbon Analyst, took part in the Navigating North America's carbon markets panel, talking about our outlook for the WCI, RGGI and Washington schemes. #EnergyAspects #carbonforward #Carbon #emissions

U.S. hasn't been able to wield power it used to have in the Middle East. Energy Aspects Founder and Director of Research, Dr Amrita Sen, joined CNBC’s ‘Squawk Box Europe’ to discuss escalations in the Middle East and the impact on oil. Watch the interview here https://lnkd.in/eQydN9Yu #EnergyAspects #Oil #OOTT #Markets #Trading

A four-month decline in commodity prices until mid-September, a chunky opening interest rate cut by the Federal Reserve, and a substantial Chinese monetary ease have raised concerns that a marked global slowdown is underway. Are there early signs of this in the energy and tech markets? To answer this question, Earl Han, the Head of Medley Advisors, brought together Sung Soo Han and and Christopher Haines. Dr. Han is the CTO of Kolon Group and formerly head of research at Samsung and LG Electronics. Kitt Haines is the Global Crude Lead for Energy Aspects. Tune into the latest Medley podcast - https://lnkd.in/eiDh9RJW Our podcasts are also available on your favourite platforms, follow our page to stay up to date. Spotify: https://lnkd.in/eNViphmT Apple Podcasts: https://lnkd.in/eg_BNdBS #EnergyAspects #GlobalEconomy #FED #US

‘If Israel strikes Iranian oil facilities, IRGC-affiliated outlets have said Tehran will hit oil facilities across the GCC, and that’s a big risk for prices—we all remember the impact of attacks on Abqaiq back in 2019.’ Energy Aspects Founder and Director of Research, Dr Amrita Sen, joined CNBC’s ‘The Exchange’ to discuss how recent escalations in the Middle East could impact oil prices. Watch the interview here https://lnkd.in/e6JCWDrk #EnergyAspects #Oil #OOTT #Markets #Trading

Thank you to everyone who contributed to the success of the EA Conference 2024! A massive thank you to our esteemed speakers for sharing your invaluable insights and expertise, through your thought-provoking presentations and panels. To our attendees, thank you for your enthusiasm, engagement, and for making the event special. Your presence and participation were a driving force behind the compelling discussions. We also want to thank our sponsors Trafigura, Continental Resources and the Hamm Institute for American Energy for your support. #EnergyAspects #EAConference #EnergyCommodities