Daily Oil Fundamentals

Giveth and Taketh Away

22 Jan 2025

Giveth and Taketh Away

Many markets and their practitioners seemed to have been under the illusion once Mr Trump's hand had been withdrawn from the Bible on Capitol Hill clarity would be revealed in whatever tariff path the US might now travel. But, along with many others, we have held a view that his first days of office will be a pathfinder for the next four years, with all mouthed intentions only becoming reality when that extravagant Presidential signature writes across the bottom of actual legislation.

Daily Oil Fundamentals

No Real Shock but Some Awe

21 Jan 2025

No Real Shock but Some Awe

This is the space where the latest developments on oil supply and demand, the general state of the energy sector, macro and microeconomic news and geopolitical events are detailed. In today’s note, this is the space where the exact same factors are viewed from the perspective of the inaugurated US President, Donald Trump. In his pugnacious address, he reversed many of his predecessor’s measures and policies.

Daily Oil Fundamentals

Make News True Again

20 Jan 2025

Make News True Again

The Donald is upon us and so are the many streams of consciousness such a remarkable character will bring to the minds of every part of the globe's machinations, we pick and consider an initially important factor to the oil market below. The outgoing President Biden can take some credit, but the holding so far of the Gaza peace deal and hostage exchange would not have happened without the looming presence of the President-elect.