Daily Oil Fundamentals

A BoJ Hike Will Not Be the Only One

16 Jun 2026

A BoJ Hike Will Not Be the Only One

Although there seemed a consensus on how the Bank of Japan would need react in this uncertain world, nonetheless, the raising of interest rates by 25-basis points to a full 1 percent, is the highest for 31 years. The move is to counter the current upcycle in inflation which had been dead and buried for over 2 decades, and oddly, its return has been something longed for by all manner of commentators and policy makers alike, because the economy was in dire need of an antidote to the haunting stagflation.

Daily Oil Fundamentals

Strait of Hormuz Reopens

15 Jun 2026

Strait of Hormuz Reopens

Nothing is straightforward, and even Franz Kafka could not have written a more grotesque novel. Yet, it seems increasingly plausible that the conflict that upended the global economy and the oil balance is slowly drawing to an eagerly awaited end. That much was reflected in last week's price action and the overnight sell-off, as the warring parties are expected to sign an agreement on Friday to reopen the Strait of Hormuz.

Daily Oil Fundamentals

Heads are Spinning, Eyes are Rolling

12 Jun 2026

Heads are Spinning, Eyes are Rolling

From taking over Iran’s oil industry to a handshake — all within the space of four hours. It is the contemporary standard in diplomacy. Threaten to hit your enemy "VERY HARD," then embrace them. Whatever the outcome, claim victory. Call off the strike and announce a deal with Iran that has been approved by "all parties."

Insights

Daily Oil Fundamentals