Daily Oil Fundamentals

Nothing Can Divert an Oil Gaze

26 Mar 2026

Nothing Can Divert an Oil Gaze

The wider suites remain reactionary to the oil price and any movement or risk will be nailed to the fortunes of our market for the foreseeable future. Even the landmark court case in Los Angeles where Google and Meta have been found negligent in how their social media platforms are harmful to children is easily brushed over by the myopic gaze toward the oil price. At present the audiences of the world seem to believe the Iranian take on ceasefire negotiations being far away in accord.

Daily Oil Fundamentals

Moving Target

25 Mar 2026

Moving Target

This is a conflict that started more than three weeks ago, and was meant to destroy Iran’s nuclear capabilities, eliminate its missile threats, and pre-empt an imminent attack. Now it is a war aimed at preventing oil prices from rising further. If you have a sense of déjà vu, it is because you have read Winston Churchill’s witty paraprosdokians, one of which reads: “Shoot first and call whatever you hit the target.”

Daily Oil Fundamentals

What Would the King Make of it?

24 Mar 2026

What Would the King Make of it?

It is odd how Donald Trump found time to visit Graceland yesterday amid the carnage he created. Maybe he really does think he is the new King of rock ‘n’ roll. For the rest of us we are stuck in the mud and await the next bout of conflict, which is not where warcraft might land, but the completely different words and announcements regarding a ceasefire in the Middle East.