Even though the possibilities of…
Sentiment in oil markets remain…
Japan's imports of LNG continue…
What do Japan’s recent positioning in favour of open-loop scrubbers and the global trade slowdown have in common? They will both serve to slow fuel use change in the shipping…
One gets very accustomed to good things and it is certainly true for daring presidential tweets, impossible to discern whether it is a genuine emotional outburst or an irregular thought-out…
Your author is a firm believer in the idea that sentiment- rather than fundamentals- drives market prices in the short term. That’s why our notes tend to obsess over sentiment…
Sources - Inside source at a black market Niger Delta refinery - Investigative journalist with access to militants in Nigeria - Nigeria political analyst Everything You Need To Know About…
Predicting Libya’s future course is a head-scratcher for any oil analyst, things genuinely start to go steeply downhill the exact moment when some sort of trust is restored and people…
Vehicle automation is expected to have a huge impact on demand for energy in transport, but there is very little clarity as to what the net effect will be. A…
Starting off the week on February 18 was an unusually comfortable experience for people in the oil industry. Saudi Arabia vowed to cut its crude output beyond OPEC/OPEC+ commitments, which…
Have you ever celebrated an event too much? The next day isn’t always very fun. Sometimes the most enjoyable events in life such as holiday parties, weddings and birthdays are…
Sources -Western diplomat in Libya- Libyan government official- Energy consultant with background in Libyan oil plays- Political analyst/expert on Libyan domestic politics and geopolitics- Turkish private…
It is genuinely difficult to predict what the Iran conundrum would lead to in the end, however, the current setup appears to be a very sophisticated collision course. Quite remarkably,…
A slowing Chinese economy and upcoming elections in India could both impact a hitherto robust demand outlook for the LNG industry, which currently occupies an enviable place in the energy…
After the uncertainty and stress of the past weeks, the mid-February oil market is definitely showing signs of a more favorable working environment for all of us. Saudi Arabia has…
Last month we wrote a series of notes arguing that risks were either skewed sideways or slightly higher for oil primarily based on the ideas that the US central bank…
Sources • Two Swiss bankers who know Couriol, the man behind the Venezuela gold scandal• One former Swiss prosecutor who works as a private investigator• Former Aramco executive
Things have certainly moved into a higher gear in Venezuela, with a genuine diarchy vying for control over the country’s resources and populace. The alleged smuggling of gold reserves, politicized…
Unascertainable times we are having on the global oil market. The struggle for Venezuela, with all its twists and turns, should be looming large as pretty much everyone tries to…
Since the co-option of Russia at the end of 2016, OPEC has appeared resplendent, but it remains a far from perfect cartel with no real destination in sight. Although it…
Oil markets are subject to some compelling story lines right now. Trump/Xi relations are holding risk markets hostage. The US Fed seems to be in a holding pattern on rate…
Sources - Geopolitical consultant to Fortune 500 companies in the Americas- High-level Scottish government official- Energy consultant to Scottish government- EU economic analyst in Brussels Venezuela: The…
On February 16, 2019, Nigeria will start off its general elections during which voters will elect the President, National Assembly and an overwhelming majority of governors. Elections traditionally are a…