Daily Oil Fundamentals

Fifty Days of Nothing

15 Jul 2025

Fifty Days of Nothing

The substantive announcement heralded in Sunday’s press on new steps against Russia, that harried oil prices onto monthly highs, turned out in fact to have a substantive fifty-day compliance option. Those that had taken earlier evasive action had to then turn themselves around because all this smells of is another move by the US President in granting out of the money date options to generate time premium. So much for ending the Ukraine war in his first twenty-four hours in office, Mr Trump’s capital as negotiator-in-chief is all but spent when gaming against the chess master that is Vladimir Putin and so are his threats for sanctions on Russia and secondary tariffs on its oil customers.

Daily Oil Fundamentals

Crying Tariffs

14 Jul 2025

Crying Tariffs

He is desperately trying to impose his will on other nations, publicly, on social media, and very loudly. Since he rarely keeps his pledges, his credibility is suffering. The market’s judgement was on full display last week in the equity markets. It took just a single week in April to extend the "Liberation Day" tariff deadline by 90 days. Once the latest cut-off point arrived on Wednesday, another extension was announced, this time until August 1.

Daily Oil Fundamentals

Tariffs Aside, Might Rich Stock Markets Sponsor Oil?

11 Jul 2025

Tariffs Aside, Might Rich Stock Markets Sponsor Oil?

Even after six months of tolerating the modern phenomena of ‘Trump tariff trending’, it is a shame markets cannot develop a pattern of consistency matching the constant that is the President’s edicts. Notwithstanding the intestinal fortitude of those interested in US bourses to add to portfolios, markets continue to run an almost hourly endurance of ‘what next’ from the White House and whether it will be the one that sends all the buyers packing.