Daily Oil Fundamentals

Anxious Equity Markets, Revived Peace Hopes

21 Nov 2025

Anxious Equity Markets, Revived Peace Hopes

Job creation and a reassuring earnings report from the world’s most valuable company would normally trigger a stock market rally. These times, however, are anything but normal. After Nvidia reported solid financial results and upbeat forward guidance, and the US economy created more jobs in September than anticipated, stocks took a handbrake turn and finished the day significantly lower, infecting Asian markets this morning.

Daily Oil Fundamentals

Fresh Hopes or Old Tricks?

20 Nov 2025

Fresh Hopes or Old Tricks?

It was a paradoxical, almost cynical day. The axiom holds that the Russian-Ukrainian war is directly and indirectly to blame for the oil complex's resilience. Reciprocal attacks and Western sanctions do more than just raise the geopolitical risk premium; they create a physical oil shortage, leaving consumers scrambling for alternatives.

Daily Oil Fundamentals

US Oil Inventories and Nvidia

19 Nov 2025

US Oil Inventories and Nvidia

The daily rotation of sentiment runs unabated in oil prices and after a much better performance yesterday, inspired by a tightening distillate market and dovish comments from members of the US Federal Reserve, the mood once again changes this morning.