Daily Oil Fundamentals

Import Duties, Export Fees

12 Aug 2025

Import Duties, Export Fees

During the last seven whirlwind months, every week has felt pivotal and relevant, and the current one is no exception. Investors will no doubt stay glued to their screens at 13:30 UK time when the US inflation figures are released. A slight uptick is expected in both the headline and core numbers. They will be used to gauge the impact of US tariffs. Anything above the 2.8% and 3% forecasts will likely trigger a wave of disappointment.

Daily Oil Fundamentals

Pick the 'Oil Balance' Out of that!

11 Aug 2025

Pick the 'Oil Balance' Out of that!

The concept of oil trading has changed so much in recent history, none more so in this day and age of continued political interference. Gone are the times when analysts lined up to offer crafted assessment of production and demand to come up with a hallowed concept of an ‘oil balance’ to be trusted. Such studies presumed veracity in data, in open borders and at least a modicum of global peace.

Daily Oil Fundamentals

Trump-Putin Meeting is in Focus

08 Aug 2025

Trump-Putin Meeting is in Focus

Investors do not appear to be overly concerned about the US tariffs that came into effect after midnight. Although the global trade war is now truly, and possibly irrevocably, underway, the Nasdaq Composite Index settled at yet another all-time high, while the S&P 500 Index closed broadly unchanged.