Opinion Editorials
Analysis and argument from the region's leading energy voices.
We’re getting into the teeth of the Energy Transition.
You’re going to see reality start to bite in some ways. There’s a pause and
OpinionMost of us were surprised at the election results in India.
But as we look at the ruling alliance coming together and Ministers being sworn in under Modi 3.0, things are stabilizing.
OpinionMain relevance of the EU election outcome for energy markets?
A notable aspect of the results, besides Macron’s setback, was the decline of the Green Party and the broader green movement
OpinionHas Saudi Arabia shifted from a price-defensive position to seeking market share?
It would be inaccurate to say they have abandoned price defense altogether. However, the decision over the weekend
OpinionThis is the first time I see such confusion in the oil market.
There are mixed feelings among traders and analysts on the advantages and disadvantages of the OPEC+ decision, and a lot of uncertainty
OpinionWhat are shipping indicators telling us about China crude demand?
From our combined onshore inventories and seaborne imports data, we can create what we call implied refinery runs, which gives us a good idea of what’s happening
OpinionThe OPEC+ meeting outcome adds much-needed transparency back into the market.
We now have a clear roadmap. Discussions on targets have been pushed to the end of next year, and the baseline issue with the UAE has been resolved.
OpinionCrude is currently well-supplied in the Atlantic basin.
Whether current surpluses are temporary or not remains to be seen but one indicator is the movement of US exports and West African oil to Asia, and that pull has been slower, raising the question of whether there will be a catch-up or not in coming months.
OpinionThe interplay between macroeconomic factors and oil is intriguing.
Over the last month, oil market analysts have closely followed macroeconomic indicators, especially interest rate expectations. Typically, oil demand and prices are driven by economic growth.