Insights

Daily Oil Fundamentals

Shifts Happen

15 Sep 2026

Shifts Happen

Genuine hopes of the reopening of the Strait of Hormuz emerged in the middle of June. After all, there was an understanding between the US and Iran about the concessions the parties were willing to make in order to lay the groundwork for further and more substantial negotiations. As it turns out, the light was not the end of the tunnel, but an express train coming from the opposite direction, leading to a head-on collision with tangibly rising optimism.

Daily Oil Fundamentals

Whirlwind Trading Conditions

14 Sep 2026

Whirlwind Trading Conditions

There was nothing unique about last week’s market performance, which saw oil settle higher, equities lower, and bond yields jump. All that happened was that the Iranian conflict unexpectedly escalated. De-escalation is a daydream. The weekly move higher in oil prices is therefore justifiable, as was the Friday correction, when reports emerged of talks between Gulf nations and Iran aimed at reaching an interim deal that might open the Strait of Hormuz, providing an unmissable excuse to cash in on some length.

Daily Oil Fundamentals

A Sombre Day, No Lessons Learnt

11 Sep 2026

A Sombre Day, No Lessons Learnt

The US and most of the world will remember today all those who lost their lives during the atrocious terrorist attacks on the Twin Towers and the Pentagon 25 years ago. Yet the moral of these terrible events seems to be fading from memory. Ideological differences and historical grievances, not to mention territorial aspirations, are not resolved behind closed doors and through negotiations, but by rattling sabres at the actual or perceived enemy.

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