Venezuela, with its huge crude…
Following the Wagner uprising and…
The U.S. has sanctioned five…
While the number of plastics regulations is proliferating globally, how to deal with the problem of plastic pollution is complex, particularly when viewed through the prism of climate change and…
The first week of 2019 has brought back some of the bullish sentiment that market watchers had given up on after three consecutive (and quite painful) weeks of losses. 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 ended the year with a…
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 situation on the…
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 the onset of the winter…
Plastics pollution burst into the public consciousness in 2018, and is unlikely to retreat any time soon. Policy momentum to address plastics pollution has in fact been building for some…
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. Bullish factors that include supply…
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 action, the 1.2m bpd cut…
Sources - Kazakhstan energy industry executives- Western hedge fund manager- A source in the Kazakh political elite inner circle- A prominent UAE banker- Libyan investigative journalist…
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 every single month brought along…
‘Diesel bans’ should be in force in no less than seven German cities by the first half of next year. They follow measures introduced in Paris and Oslo in 2017,…
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 OPEC/OPEC+ deal placated fears that…
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. Unfortunately the week’s events seem…
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 announcement that it…
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 Vienna Agreements (also known…
OPEC gathered at its 175th meeting on December 6 in Vienna. It had some tough decisions to make, and its oil ministers were undoubtedly keeping an eye on the much…
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 oil prices soaring. The failure…
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 G20 meeting on the heels…
Global Intelligence Report - 30th November 2018 Sources - Turkey’s National Security Council - Turkish general, ex-NATO - Top aide to Turkish deputy foreign minister - Saudi figure close to…
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 takes everyone by surprise –…