Daily Oil Fundamentals

Drone Damage Might Have to Wait; Here Comes the FED

17 Sep 2025

Drone Damage Might Have to Wait; Here Comes the FED

Oil prices are once again dominated by the Ukraine war. We touch on the struggles of the European Union’s application of tariffs and sanctions below, but instead of the hollow words of the protagonists who assure us that Russia’s oil supply will be dealt a blow financially, Ukraine has decided it would mete out a supply problem for its enemy, fundamentally. The continued pot shot use of drones on Russia’s refiners and now Crude export facilities is starting to bear fruit.

Daily Oil Fundamentals

China and US Talks See Some Accord

16 Sep 2025

China and US Talks See Some Accord

Not that stock market bulls needed any more encouragement, but the deal announced in Madrid by the US and China on TikTok’s US operations being taken under American ownership is a breakthrough which not only encourages ideas of further trade goodwill but gives yet another boost to US tech stock outlook. Given that this “framework” has been a real deal breaker for the US, for it fears national security intrusion from the popular app, Washington appears to be so cock-a-hoop that it readily announced a phone call would take place this Friday between Presidents Xi and Trump to finalise the barter.

Daily Oil Fundamentals

Another Week of an Oil Market in the Shadow of Equities

15 Sep 2025

Another Week of an Oil Market in the Shadow of Equities

The investment suite last week had something for everyone, for bulls, for bears and for the indifferent. It would be foolhardy to not recognise the apathy which is developing in markets outside those of immediate consequence to that of equities. Here, we often muse on the direct feed that links words emitted from high-ranking politicians to price movements.