Tagged With Markets
Higher oil prices will not trouble Fed
16 April 2024
Commentators need to shake off the myths of the past, with rising oil prices a boon for US economy
Tehran goes it alone
12 April 2024
Iran has announced multibillion dollar spending programmes aimed at domestic companies, inspired by recent export success
Oil’s long, slow decline?
9 April 2024
Lower costs and lasting government mandates key to transitioning away from fossil fuels, but oil will not be going anywhere fast if history and current policy is a guide
The Fed sends flowers to OPEC
4 April 2024
OPEC+ continues to keep oil prices within a 'goldilocks' price range and provide stability in turbulent geopolitical times
OPEC+ must wait on contested demand outlook
28 March 2024
Whether OPEC+ starts to unwind its oil production cuts from June will depend on heavily debated unfolding supply-demand balances
NOCs must straddle two worlds
27 March 2024
Oil producers have to untangle the increasingly complicated relationship with their natural resources
US SPR takes on new role
26 March 2024
Strategic stocks have become as much a market management tool as a security of supply buffer, and this new tactic is likely to continue beyond the next election
Letter from India: Oil’s new nerve centre
19 March 2024
The IEA estimates India will be the largest driver of global oil demand growth by 2030, but it may have still undersold the story
Letter from London: IE Week highlights east-west splits
14 March 2024
Houthi actions in the Red Sea are compounding the market dislocations stemming from sanctions
Market fundamentals mute Red Sea price impact
29 February 2024
But the crude, product, LNG and tanker markets are all still facing significant disruption
Letter from the UK: A positive legacy for OPEC?
27 February 2024
Oil producer group could spearhead the shift to cleaner energy in member countries and be part of transition solution
Shell’s withdrawal opens doors for Nigerian firms
9 February 2024
Oil major's departure from the Nigerian onshore oil business offers opportunities for local firms, but could also leave a financing gap
OPEC stresses need for all-energies approach
6 February 2024
Secretary general says oil can help solve trilemma and is upbeat on ‘flexible’ OPEC role to help manage crude supply longer term
Letter from Africa: Lip service and duplicity at COP28
2 February 2024
African unity, not elusive aid, is key to unlocking energy investment—especially in gas
Outlook 2024: The evolving role of OPEC and OPEC+
26 January 2024
The organisation remains vital to ensuring future energy demand is met
Iraq looks beyond headwinds for the upside in 2024
26 January 2024
Optimism about Kurdish production increases contrasts with a messy security situation that could obstruct oil and gas progress
Outlook 2024: The future is not what it used to be
25 January 2024
The appetite for long-term oil investment remains variable
Outlook 2024: Market regime shifts driving LNG portfolio value
19 January 2024
Three main characteristics underpin a shift in global pricing dynamics creating a new regime
Outlook 2024: Middle East to continue making headlines in 2024
17 January 2024
Especially in the products market, the Middle East is set to achieve significant growth
Letter on OPEC: OPEC’s ‘elastic’ supply problem
16 January 2024
A high-price market management strategy will continue to prove difficult until demand makes a strong recovery
Outlook 2024: Brent’s WTI transfusion – A new lease of life or a whole new animal?
9 January 2024
With crude production forecast to grow through 2028, what benchmark is going to lead the way?
Oil may not escape a recession
8 January 2024
Those who believe a global recession has been avoided may be mistaken, with huge ramifications for the oil market in 2024
Outlook 2024: Oil pricing in a post-peak-demand world
5 January 2024
The carbon intensity of oil may bring a change to pricing long-term
Oil: Five things to watch in 2024
2 January 2024
Many of the biggest themes of 2023 will come to a head this year, but beware both naysayers and apologists
Outlook 2024: OPEC at the wheel
29 December 2023
OPEC+ has created a new and higher oil market floor that both sets the scene to revive oil investment and has the begrudging acceptance of consumers
Asia’s changing oil market landscape
21 December 2023
Chinese demand is at the forefront of shifting oil contours for Asia for 2024 and beyond
Letter from Europe: Tobacco offers warning for oil
21 December 2023
Moving on from burning fossil fuels for energy will not be easy, but it is ultimately a habit the world will need to kick
Outlook 2024: Declining Russian oil flows
13 December 2023
Competition for Russian oil remains strong, but opportunistic buyers will have more challenges in 2024
Petchems Report: Oil’s understated driver of long-term demand
23 November 2023
Ethylene is forecast to account for a substantial market share in the petrochemical industry
India’s diesel love affair continues
21 November 2023
Demand for the fuel is poised for further growth, but government regulation and changing habits could eventually undermine its primacy
Petchems Report: US a petchems hotbed while Europe struggles
20 November 2023
Low-cost ethane has made the US a premier destination for petchems investments, while in Europe the industry faces economic headwinds
WCS to arrive on the global stage
17 November 2023
New pipeline capacity may transform the role of Canada’s key heavy sour crude and its price after a few false dawns
US oil and gas has high hopes for new Speaker
8 November 2023
ESG reporting standards and spending and subsidy provisions in the IRA among the priorities for the sector
IEA and OPEC diverge on oil outlook
6 November 2023
There is a gulf between the two bodies when it comes to their medium-term forecasts
Oil price of $80–95/bl could be new normal in 2024
2 November 2023
OPEC+ is prepared to defend $80/bl, but economic weakness and potential supply kept off the market will likely limit any upside as consumers acclimatise to higher prices, says Saxo Bank’s Ole Hansen
The Russian price cap myth
17 October 2023
It is time to stop pretending that there is a ‘price cap’ on Russian petroleum exports
Energy Council sees worsening underinvestment in oil and gas
17 October 2023
But CEO Miller says surge in Middle East and Asia funding, creative solutions and ‘nuanced’ approach to transition offer hope
Letter from the UAE: A Goldilocks oil price?
11 October 2023
OPEC’s calls for higher prices to lure investment stand at odds with consumer nations’ difficulties with inflation and high energy costs
Timing is all on India's fuel price cuts
9 October 2023
With elections looming, the government must decide when to take the sting out of high oil prices
Refining Report: Asia sees major capacity buildout
9 October 2023
The region is the global leader in active refining projects, with most based in India and China
Refining Report: Biofuels lead the way
5 October 2023
Gasoline and diesel demand set to stagnate but biofuels production due to expand significantly to 2030
Letter from Calgary: World’s energy contradictions in microcosm
29 September 2023
This year’s WPC laid bare the dilemma facing the energy industry and the world at large, with warnings about the dangers of underinvestment in fossil fuels given the immaturity of alternatives
Brent without Brent: The role of North Sea oil in global prices
13 September 2023
The inclusion of WTI Midland in the Brent benchmark has boosted volumes, but with Brent blend taking a backseat, why not just use WTI as the global benchmark?
The oil market’s new polymorphism
11 September 2023
From crude flows to oil prices, S&P Global Commodity Insights highlights the market’s ability to overcome adversity, albeit with costs involved
Markets facing distillate squeeze
7 September 2023
Crude production cuts and refinery outages mean high prices are looming for heating oil and diesel this winter, and greater shale output will do little to help
Lack of oil and gas investment could be serious issue, warns IEF’s McMonigle
25 August 2023
Secretary General believes linear and ideal forms of energy transition will be difficult to achieve especially with false narratives around peak oil demand
US SPR squeezes Saudi economy
21 August 2023
Action by consuming governments has shown they can significantly affect oil prices and put a spoke in OPEC’s wheels
Consensus forms behind rising crude prices
14 August 2023
Saudi cuts and slowing US output add to improved demand outlook
US SPR faces existential crisis
11 August 2023
As the 50th anniversary of the Arab oil embargo approaches, policymakers gripped by energy security fears must start rethinking the purpose of emergency oil stocks
Oil market poised for China showdown
8 August 2023
China puts the strategic in SPR as it looks to utilise record oil storage
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