Libyan oil is still flowing - for now - but a stoppage is becoming increasingly likely as General Haftar’s advance on Tripoli hits a few…
Friday April 19, 2019 1. China’s oil demand remains robust- The bearish case for crude oil this year largely comes down to softening demand, particularly…
For the first time this year, global benchmark Brent hit a record of $72 per barrel on Wednesday, palpably reinvigorating crude market sentiment around the…
The last two weeks have seen quite a flurry of news about Russia taking its Arctic projects to the next level, tapping into the “colossal”…
Geopolitical Notebook Oilprice Assets on the Ground in Tripoli… Haftar’s Problem With Libya’s Oil Revenues This week, Oilprice.com was on the ground in Tripoli, reporting…
Last week’s note had a geopolitical focus as we laid out why we think Donald Trump will have an outsized impact on oil prices this…
Crude oil prices are expected to finish the week higher, but the price action late in the week suggests the market may be getting a…
Deals, Mergers & Acquisitions - A number of deals related to Algeria’s state-run Sonatrach have already fallen by the wayside due to the country’s political…
In trading, there are very few reliable technical signals, especially when it comes to predicting longer-term moves. Long-term shifts in direction usually come about due…
Friday April 12, 2019 1. Oil prices moving higher, but volatility lower- Oil prices hit fresh highs for 2019 this week, pushed up by a…
1. Frac sand miners drowning in supply - The share prices of frac sand miners have plunged by more than 70 percent over the last…
Those that seek income from their portfolios usually face a dilemma. They are by definition normally at the point where they are looking to protect…
U.S. West Texas Intermediate and international Brent crude oil futures are trading higher on Friday and for that matter for the week after the latter…
Deals, Mergers & Acquisitions - A French Engie-led consortium bidding for a natural gas pipeline network for sale by Petrobras has emerged as a potential…
The first quarter of 2019 was lovely for oil bulls as Brent increased 27% while WTI climbed 33%. With Brent now trading near the $69…
Sources - Aramco insider (current high-level Aramco staff)- Former Aramco executive- Turkish investigative journalists in Ankara and Istanbul Every Reason to Be Alarmed About Aramco…
The heavy-light imbalance in the global crude market continues to rock tenets that were previously thought immutable. Behind most of the disequilibrium one finds the…
Things are getting interesting again on the crude market, with Donald Trump relaunching his Twitter attacks on OPEC, albeit in much more diplomatic wording now,…
Oil prices took a bit of a hit this week, but the overriding sentiment is that we’ve got at least two more quarters of strong…
Oil markets are enjoying a modestly bullish March on the back of coordinated OPEC+ production cuts and unplanned production outages in Venezuela. Peripheral bullish narratives…