Daily Oil Fundamentals

Oil Prices Continue to Experience Relief

21 Feb 2025

Oil Prices Continue to Experience Relief

The slightly farcical diplomatic situation developing between the US and Ukraine only highlights how an aggravated President Zelensky will take much more convincing to agree to a peace deal. Any immediacy of an ending to the war is disappearing and so are oil trading positions driven by an idea of a Russian future without sanctions and able to deliver its energy across the globe unhindered.

Daily Oil Fundamentals

Caution All Around

20 Feb 2025

Caution All Around

While the US President enjoys a berating of allies, his attitude to international trade is causing concern within the US Federal Reserve. The minutes of the January policy meeting, published yesterday, showed that members are now taking a rather cautious approach to how a future world beset with tariffs will play out on the US economy.

Daily Oil Fundamentals

President’s Day Was Supposed To Be Monday, Not the Whole Week

19 Feb 2025

President’s Day Was Supposed To Be Monday, Not the Whole Week

After being diverted with a foray into the diplomatic world, Donald Trump has come roaring back to the tariff table and once again put markets on edge. Late on Tuesday, the President repeated his intention to pursue a policy on cars of 25%. However, he elaborated on a plan to add a similar charge to pharmaceuticals and semiconductors offering a date of 2nd of April for implementation.