Tagged With Markets
2 December 2025
The interplay between OPEC+, China and the US will define oil markets throughout 2026
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
27 November 2025
US tariffs bolster Alberta’s Industrial Heartland exports to Asia
20 November 2025
The market is facing being drowned in excess crude, but one caveat is that a large chunk is due to buyers reluctant to snap up sanctioned barrels
10 November 2025
OPEC+ has proven to be astute at bringing back oil production, but mysteries around Chinese buying, missing barrels and oil-on-water have left the group in wait-and-see mode
29 October 2025
OPEC Governor Ademola Adeyemi Bero argues that only by prioritising oil and gas through partnerships with IOCs and stable OPEC market management can NOCs fulfil their pivotal global role
21 October 2025
Prices risk hitting $10/bl should the tech bubble burst amid worrying economic fallout
13 October 2025
Saudi Arabia, the UAE and Iraq appear to be only members able to increase output as Russia approaches close to maximum capacity
18 September 2025
The Trump administration is using energy exports to strengthen political and economic ties with allies and weaken adversaries, while simultaneously exploiting those ties to open up further markets for US energy
18 September 2025
The country’s intervention in global oil markets to stabilise prices could last well into 2026
15 September 2025
Following its founding in September 1960, OPEC has become a key player in the global energy sector and a vital source of market stability
11 September 2025
The group is cleansing itself of non-compliers and resetting expectations as it unwinds quicker than expected in a bid to go beyond production quotas
19 August 2025
OPEC and the IEA have very different views on where the oil market is headed, leaving analysts wondering which way to jump
15 August 2025
US secondary sanctions are forcing a rapid reassessment of crude buying patterns in Asia, and the implications could reshape pricing, freight and supply balances worldwide. With India holding the key to two-thirds of Russian seaborne exports, the stakes could not be higher
8 August 2025
The producers’ group missed its output increase target for the month and may soon face a critical test of its strategy
7 August 2025
The quick, unified and decisive strategy to return all the barrels from the hefty tranche of cuts from the eight producers involved in voluntary curbs signals a shift and sets the tone for the path ahead
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
25 July 2025
There is a bifurcation in the global oil market as China’s stockpiling contrasts with reduced inventories elsewhere
15 July 2025
A brutally honest picture about the potential role of oil and gas in 2050 should prompt policymakers to not only reflect but also change course to meet vital energy needs
14 July 2025
Robust demand and a limited supply of additional physical barrels from key OPEC+ producers has kept the oil market in a healthy price range
27 June 2025
Gas-on-gas competition pricing has grown its share of consumption significantly over the past two decades, primarily at the expense of oil-price-escalation pricing, according to the IGU
23 June 2025
Jet fuel will play crucial role in oil consumption growth even with efficiency gains and environmental curbs, with geopolitical risks highlighting importance of plentiful stocks
23 June 2025
A blockade of the Strait of Hormuz would have reverberations that would sound around the world
19 June 2025
Geopolitical uncertainty casts a pall over expectations around demand, supply, investment and spare capacity
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
13 June 2025
The two oil heavyweights’ diverging fiscal considerations are straining unity within the group
11 June 2025
Petroleum Economist analysis shows OPEC bringing back some barrels in May, but fewer than expected, while OPEC+ continues to see output fall
2 June 2025
It is time to acknowledge that the US-Saudi Arabia nexus is driving a fundamental shift in OPEC strategy
28 May 2025
Saudi Arabia and US relations can construct a new ‘field of dreams’, but opportunism may be the new rules of the game
23 May 2025
LNG projects need the certainty of long-term contracts, but Henry-Hub–linked deals put buyers at significant risk
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
21 May 2025
OPEC and IEA split on oil demand outlook and even diverge on supply risks, with huge implications for market sentiment
20 May 2025
Petroleum Economist is proud to be an official media partner for the 9th OPEC International Seminar in Vienna
13 May 2025
A fall in Venezuelan output drives overall production lower, as Saudi Arabia starts to slowly bring more crude to the market
30 April 2025
While economic weakness and the electric vehicles trend have hit oil demand growth, petrochemicals and jet fuel show more nuanced changes across the barrel
23 April 2025
Oil and gas prices could come crashing down, resurrecting ghosts of trade wars past
22 April 2025
Modest downward revisions to 2025 supply belie the longer-term damage to E&P from a weaker oil market
10 April 2025
Technology, policy and narrative are the three biggest factors that could change the course of our 2050 outlook
9 April 2025
A rising global population and greater urbanisation will mean increasing demand for energy, but what will be up and down in the mix? Petroleum Economist looks out to 2050 again in the second part of our long-term outlook
9 April 2025
The surprise decision to bring on extra supply has coincided with better quota conformity from laggards in the group, Petroleum Economist analysis shows
8 April 2025
Oil’s resilience and gas’ growth will continue to define the global energy mix into 2050, according to Petroleum Economist analysis, but that does not have to spell doom and gloom for sustainability
4 April 2025
With extreme weather, refinery closures and geopolitical uncertainty reshaping supply and demand, traders must look beyond headline price movements to understand the actual state of the market
26 March 2025
The Paris-based energy watchdog is reverting to its core mission and putting security over transition
20 March 2025
Tariffs, sanctions and trade conflicts are upending the oil market, impacting crude differentials and shipping rates and creating uncertainty
13 March 2025
The spectre of Saudi Arabia’s 2020 market share strategy haunts a suffering OPEC+ as Trump upends the energy world
12 March 2025
Bearish market sentiment and bullish long-term outlook for oil and gas consumption prevails at CERAWeek
11 March 2025
Iran, Iraq, Venezuela, Nigeria and Kazakhstan all add significant volumes as core OPEC-9 feels the strain of compliance
5 March 2025
The oil alliance’s decision to keep to the plan amid tightening economic fundamentals seems to have been lost in the global geopolitical maelstrom, misplaced market speculation and haze of conjecture
11 February 2025
Improving compliance among the group and wider group is offset by production increases in outliers Libya, Venezuela and Iran
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
