Insights

Daily Oil Fundamentals

The President of the World

28 Jul 2025

The President of the World

Taking a momentary drift into stereotype, it has always been the remit of the far left, or at least those that claim to be, to out-shout any argument that is disagreeable. Here in the UK, apart from the insulted 'swivelled-eyed conservatives' who had the audacity to express anything other than agreement to the latest 'Kumbaya' socialist fad; tax paying, self-helping majorities here, and mirrored globally, expressed opposition with quiet indignation.

Daily Oil Fundamentals

More Reasons to Trade Stocks Rather Than Oil

25 Jul 2025

More Reasons to Trade Stocks Rather Than Oil

A week in which a trade deal has been struck with the Philippines, Indonesia and most importantly Japan has excited the US stock markets so much that another all-time high was registered yesterday in the S&P and Nasdaq. The S&P is worthy of note as the wide-ranging representative index has scored thirteen highs already in 2025. Given that many commentators seem to be congregating around the nearness of a European trade deal, it is doubtful the count of highs stop at this supposed unlucky number.

Daily Oil Fundamentals

Oil Struggles to Shake Off Trade Deal Suppressant

24 Jul 2025

Oil Struggles to Shake Off Trade Deal Suppressant

Not even the higher-than-expected draws in Crude and Gasoline in the EIA Inventory Report were enough to pull oil from its defensive posture brought about by the fluid trade situation in trade talks. Crude stocks pulled by 3.1mb, almost double the expectation as exports increased. Decent enough to paint a tighter picture, but the market is nagged by a doubt in Gasoline demand.