Daily Oil Fundamentals

The Last Full Week of the Year Offers Little Chance to Relax

15 Dec 2025

The Last Full Week of the Year Offers Little Chance to Relax

If the US Federal Reserve’s interest rate decisions are classed as ‘tier-1’ data, then our market’s equivalent must be what the outcome might be for an end to the Ukraine war. Last week was dominated by these two drivers, well, at least from an oil perspective because their global reach has the potential to run amok with the sensibilities of risk takers as we approach a very edgy end of year.

Daily Oil Fundamentals

Hopes of a Peace Agreement Rise

12 Dec 2025

Hopes of a Peace Agreement Rise

The oil market finds it increasingly challenging to rally sustainably, at least this is what yesterday’s and, in general, this week’s performances imply. There is now a growing belief that more supply will be available soon. Since Heating Oil and Gasoil are driving the current move lower, it is a safe bet to deduce that this potential extra volume of oil will come from Russia.

Daily Oil Fundamentals

Dissention and Double Standards

11 Dec 2025

Dissention and Double Standards

Concurrent, competing and cancelling-out events are compelling investors to slowly holster their investment guns as the end of the year approaches. There is little shock in how the Federal Open Market Committee shaved a quarter of a point from interest rates in the United States and as predicted it was not a wholly unanimous outcome. There were three dissents in the end, two for holding rates and one for a ‘double’ cut.