Tagged With Philip K. Verleger
The complex crude glut picture
27 November 2025
The swelling crude supply story involves the key plot twists of reluctant buyers, limited oil stocks and refiners playing the long game
Oil’s fragile AI trillions
21 October 2025
Prices risk hitting $10/bl should the tech bubble burst amid worrying economic fallout
China’s role as oil buffer stock manager
18 September 2025
The country’s intervention in global oil markets to stabilise prices could last well into 2026
Letter from the US: Washington’s threat to oil exporters
8 September 2025
With Trump poised to secure a majority on the Federal Reserve Board, slashed interest rates will weaken the dollar and cause economic pain for producers
A third distillate disruption
6 August 2025
Diesel market disruptions have propelled crude prices above $100/bl twice in this century, and now oil teeters on the brink of another crude quality crisis
China creates two-tier oil dynamic
25 July 2025
There is a bifurcation in the global oil market as China’s stockpiling contrasts with reduced inventories elsewhere
The oil risk premium fable
17 June 2025
Israel’s attack on Iran caught oil firms with low inventories due to their efforts to protect themselves from falling prices, creating a perfect storm
Oil and gas price divide raises threat levels, part 2
23 May 2025
LNG projects need the certainty of long-term contracts, but Henry-Hub–linked deals put buyers at significant risk
Oil and gas price divide raises threat levels, part 1
22 May 2025
The next energy crisis could come from the severing of the link between oil and gas prices, with potentially severe economic consequences
Supercycle goes into reverse
23 April 2025
Oil and gas prices could come crashing down, resurrecting ghosts of trade wars past
Letter from the US: Trumpism threatens oil producers’ survival
26 March 2025
Well-functioning democracies are required for healthier economies and a thriving oil industry
Letter from the US: Oil’s tin problem
7 February 2025
The history of tin production and prices offers a preview of the future oil market. If correct, $35/bl could become the new normal for crude for several years without further OPEC+ intervention
Letter from the US: Trump and $1 gasoline
15 January 2025
The oil and gas industry will replace its capital discipline with Trump compliance and consumers will benefit from lower gasoline prices
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