Daily Oil Fundamentals

What Bubble?

13 Jan 2026

What Bubble?

However one treats the turning of a new year, be it in proposed new attitudes or resolutions, the firebreak has not altered the furore surrounding artificial intelligence. Despite warning after warning of a bubble and the almost bear market witnessed post-liberation day, the Magnificent 7 returned investors between 15 and 66 percent for 2025, and while nuance should be applied to why performances show such a spread, what cannot be denied is that most results were viewed through the prism of A.I. performance and investing.

Daily Oil Fundamentals

Never a Dull Day, Never a Dull Week

12 Jan 2026

Never a Dull Day, Never a Dull Week

The new year got off to a frenetic start, even by the standards of the incumbent US administration. What has been discernible, and admittedly may prove a premature observation, is that Donald Trump’s attention has shifted from domestic matters to his international agenda. Notwithstanding this change in focus, the methods employed to conduct business remain the same. A recalcitrant attitude, coupled with a “might is right” approach, has been imposed, or is about to be inflicted, on several countries, which are watching in horror as events unfold.

Daily Oil Fundamentals

Going Cold on Venezuelan Oil, Anxious about Iran

09 Jan 2026

Going Cold on Venezuelan Oil, Anxious about Iran

Unilaterally monopolising a country’s energy sector was always going to be fraught with stumbling blocks, but until now, it has not been clear what those obstacles would be, nor from which direction they would emerge. Reluctance on the part of international oil companies is one possible hurdle to fulfilling the US President’s wish to channel an unlimited amount of Venezuelan oil to the United States.