Daily Oil Fundamentals

No Time for Winter Blues Thank You, We're Just Too Busy

29 Jan 2026

No Time for Winter Blues Thank You, We're Just Too Busy

Unsurprisingly, the US Federal Reserve held interest rates, and according to Jerome Powell was done so with broad support within the Federal Open Market Committee. With his eyes on Iran at present, as discussed below, there has been little reaction from the US President who is unlikely to shy away from further criticism of the Fed Chair and the conservatism by the FOMC in monetary policy.

Daily Oil Fundamentals

The Floundering Greenback Aids Bulls in All Asset Classes

28 Jan 2026

The Floundering Greenback Aids Bulls in All Asset Classes

If there was any doubt on what course the White House was plotting for the US Dollar, it came in a certain glib, throw-away comment from the US President yesterday. With the notion of de-dollarization rife in market chatter, when Donald Trump was asked whether he was concerned on the state of the US Dollar and its value he replied that it was “doing great.” Given the Conference Board’s Consumer Confidence Index fell to 84.5 in January, the lowest in over a decade, it was a perfect sail-filling zephyr for the flotilla of eager dollar bears to run rampage with. The US Dollar Index and the Dollar’s pairing with the Euro slumped to levels not seen since 2021.

Daily Oil Fundamentals

Not the Time to Call Oil's Rally Over

27 Jan 2026

Not the Time to Call Oil's Rally Over

Oil prices have been bound in the medium-term to the trouble in getting Kazak and general Caspian Pipeline Consortium oil production to water, and in the short-term, the icy blast in North America which rather caught the market on the hop, resulting in the upward scramble in prices associated with heating. With reports of a resolution to the problems in CPC and the Tengiz field and an increasing belief that the current weather afflictions touching upon the production in Texas will not be as bad as the prolonged freeze witnessed in February 2021, oil and gas prices are being tempted lower.