Sources - Yemeni geopolitical analyst- Riyadh-based advisory to Saudi Public Investment Fund- London-based consultant tracking Glencore’s activities in DRC for 5 years- Investigative journalists on…
Wherever OPEC Secretary General Mohammad Barkindo went this week, he emphasized the importance of building up a sizable spare capacity cushion as a safe way…
Oil prices continued to trend lower this week despite an extraordinary rift between OPEC’s largest producer and the world’s largest oil consumer. On October 2nd,…
The disappearance and alleged dismembering of Saudi dissident Jamal Khashoggi by people connected to Crown Prince Mohammad bin Salman has generated a lot of media…
Note: The information in this report is highly sensitive, as are references to sources. Dissemination or re-publication of any kind of any part or all…
Markets have hit a rough patch – and oil is on the negative end of just about every indicator that appeared in the last week.…
Macroeconomic concerns pushed oil lower this week as the recent rise in interest rates spilled bearishly into the stock market and ultimately pushed risk assets…
Libya’s self-fulfilling prophecy Libya is one of those venues where Western oil majors are not only willing to risk insecurity, but they’re hedging on that…
The ever-volatile Libya has been hitting headlines the past month, this time around against a quite upbeat atmosphere of rising output. The Libyan NOC chairman…
Energy markets truly came off the rails Wednesday as the Fed chose to make another rate hike, and Treasuries, especially on the short end of…
Crude prices dropped by the largest amount since July this week, decreasing by an average of 4-5% week-on-week despite a moderate rebound on Friday as…
In the latest edition of the Numbers Report, we’ll take a look at some of the most interesting figures put out this week in the…
This last week in crude trading brought more of the same kinds of trending factors that we’ve been seeing over the last several months –…
Saudi Arabia is increasingly portrayed as a wayward actor intent on destabilizing everything it can get its hands on, uncomfortable about raising oil production despite…
Filling in for Iran, Keeping a leash on MbS, Musk as a persona non-grata in Riyadh, Libya’s impossible elections … and more The billion-dollar question…
It was a lazy summer for oil markets. From May through early August Brent crude oil prices fell from $80 to $70 as economic growth…
Friday September 28, 2018 In the latest edition of the Numbers Report, we’ll take a look at some of the most interesting figures put out…
With the November 4 launch of U.S. sanctions against Iran drawing near, uncertainty about how much of global supply will be affected is running high.…
Saudi Arabia has pledged to cover any supply gap that may emerge as Iranian oil goes offline, but how much spare capacity does it really…
Are we nearing another financial crisis? The supply-side story for oil prices is heavily skewed to the upside, with production losses from Iran and Venezuela…