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.

Daily Oil Fundamentals

Swimming in Oil

10 Dec 2025

Swimming in Oil

The move lower in oil prices continued yesterday, and given the updated EIA report on the global balance, one might be perplexed as to why daily losses in WTI and Brent amounted to a mere 60 cents/bbl. We will take a deep dive into the numbers after OPEC and the IEA release their own findings tomorrow.

Daily Oil Fundamentals

Skin in the Game is Required, Not More Words

09 Dec 2025

Skin in the Game is Required, Not More Words

For our oil market at least, it seems as if there is a conspiracy in events to keep us in a quiet range. The United Kingdom hosted Germany, France (coined E3 after being so named in the Iran nuclear deal) and Ukraine in what was hailed as a show of solidarity for President Volodymyr Zelenskyy. To cast a commercial and possibly cynical eye over the proceedings in London yesterday, and further meetings in Europe today involving Zelenskyy, one wonders what has been achieved other than adding more intrigue.