Oil markets were unimpressed by…
Rumors that Venezuela is preparing…
Europe is consuming large amounts…
If ship owners, oil refiners and traders had been hoping for a stay of execution concerning the International Maritime Organisation’s (IMO) impending rule on sulphur limits in bunker fuel, they…
The bullish spirit of September has turned sour by the end of October, with both analysts and traders expecting a rather difficult 2019. More often than not one encounters global…
October has been a tough month for crude oil. WTI has dropped from $76 to $66 while Brent fell from $86 to $76. We started the month thinking that prices…
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 the ground…
Let me state the obvious, the Iran sanctions are the biggest oil story of 2018, period. The prospect of losing out millions of barrels of oil daily shook the market…
The last week in oil trading has seen a continuation of the ‘mini-bear’ market we worried about last week, including a particularly violent $3 dollar drop in crude on Tuesday.…
Crude prices have fallen roughly $10 per barrel in the past three weeks, with a 4 percent drop across regional markets this week alone. WTI ended the week at $66…
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, Washington Post journalist Jamal Khashoggi…
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 of this report is strictly…
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 to help the global oil…
Markets have hit a rough patch – and oil is on the negative end of just about every indicator that appeared in the last week. Let’s go through them all…
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 buzz throughout the week, however…
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 lower across the board. In…
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 very insecurity to get better…
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 Mustafa Sanalla boasted of Libyan…
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 the curve, really took a…
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 the IEA alleviated concerns that…
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 concerns overruled fears that the…
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 for the month is definitely…
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 U.S. warnings that the Saudi…