2019 is young indeed but we’re already starting to see some signs of what will shape oil prices this year. On the downside, it’s clear…
Geopolitical Notebook Sources - Former government official in Burkina Faso- Turkish private intelligence operative with a Western firm- Turkish investigative journalist The Syria Withdrawal Talk…
It is that time of the year again. Just as parents are assiduously picking the best presents for their kids, as kids are eagerly anticipating…
There we go again, another negative week for oil amid a generally negative market sentiment and fortifying fears that oversupply is imminent in Q1 2019.…
Geopolitical Notebook Sources - High-ranking Turkish armed forces liaison officer- Turkish editor of a major daily publication- UAE oil ministry source Turkey is escalating the…
2018 was a year of surprises for oil. We began with most traders and commentators convinced that $100 crude was a very real risk and…
Russia has never been producing more oil than it does now – up to the OPEC/OPEC+ production cut agreed upon in Vienna last week, almost…
OPEC+ took action to cut supplies from the market last week and threw themselves and U.S. frackers a substantial short-term lifeline. In terms of price…
The penultimate full trading week of 2018 brought no clear indication of where oil markets would go in the upcoming weeks. On one hand, the…
Sources - Kazakhstan energy industry executives- Western hedge fund manager- A source in the Kazakh political elite inner circle- A prominent UAE banker- Libyan investigative…
Roughly two years ago, in the last days of November 2016, Vienna became the epicenter of global oil developments. There, a ground-breaking agreement was concluded,…
The uncertainty surrounding OPEC/OPEC+ negotiations in Vienna strengthened the overwhelmingly bearish sentiment in oil markets this week, but a larger than expected cut has sent…
Geopolitical Notebook Sources - Lawyer in UAE working with high-net-worth Russian clients- UAE ministry official- Economist in Dubai Qatar Exits Cartel to Protect LNG Qatar’s…
Last week we wrote about Oil’s Big Week highlighting the importance of the OPEC+ and Trump/Xi G20 meetings which transpired in the last few days.…
“If you repeat a falsehood long enough, it will eventually be accepted as fact.” In the financial markets, and economics, it is a common occurrence…
It’s hard to imagine higher stakes for the oil market over the next week as traders get set for an OPEC+ meeting and the Trump/Xi…
Some trends are just impossible to predict because before they take place, the mere idea of them materializing seems like outlandish. Yet, sometimes the market…
November 2018 will not go down in the history of oil trading as a successful month, in fact it was so bad that the last…
Global Intelligence Report - 30th November 2018 Sources - Turkey’s National Security Council - Turkish general, ex-NATO - Top aide to Turkish deputy foreign minister…
On November 30th two rather powerful men are set to have a meeting in Argentina and they may very well decide the short-term fate of…