Opinion Editorials
Analysis and argument from the region's leading energy voices.
We don’t foresee oil prices holding above $90 for an extended period this summer.
There could be occasional spikes above this level, especially with significant geopolitical
OpinionWe’re not far from reaching $90 a barrel.
Geopolitics is still lending support and weather conditions in the Atlantic are conducive to
OpinionWe’ve seen a significant increase in energy demand in June in India.
Oil imports from Russia and the US to India have risen, while purchases from the Middle East have declined.
OpinionGeopolitical factors are making a comeback to the oil market.
There are the critical developments evolving in Israel and Gaza, and now involving Hezbollah
OpinionWe’re seeing a divergence between Atlantic and Pacific basin inventories.
Inventories in the Atlantic basin, which had been building, have now flatlined.
OpinionThe much-Anticipated Q3 Strength may be a Mirage on the Horizon
Over the past three months in Q2, we’ve been focused on the anticipated strength of Q3, which begins on Monday.
OpinionWhat’s behind the weakness in the oil market in H1?
Managed money and speculative futures have been significant drivers.
OpinionWe see oil demand quite strong in the third and fourth quarters.
We have it growing at 1.6mn b/d in Q3, and 2mn b/d in Q4, year-on year.
OpinionWe have been hovering in a $75-90 range for quite some time.
We’ve seen some tentative signs pushing a bit higher in the past couple of weeks, so an $85-90
OpinionThe primary threat to shipping fundamentals is world peace.
The situation in the Red Sea, particularly the Houthi attacks on commercial shipping, has significantly increased demand for tankers
OpinionWhat the Fed does will be more important for the oil price than what OPEC+ does.
We’re going into the third quarter, so fundamentally demand should be up by about one million barrels.
OpinionHow do Europe’s election results and Green Party losses stack up for the energy industry?
We’re witnessing a degree of realism in the Energy Transition. The elections showed that