Daily Oil Fundamentals

Iran Fears Dominate Action

14 Jan 2026

Iran Fears Dominate Action

Oil market players are more anxious about losing Iranian barrels than gaining Venezuelan ones. As Tehran and other major cities are engulfed in flames amid anti-government riots, the US President has encouraged protesters to persevere, declaring that “HELP IS ON ITS WAY.” In what shape or form this support might arrive remains unclear at this stage; however, it is blatantly obvious that significant supply disruptions, whether through attacks on oil infrastructure or the imposition of secondary sanctions on Iranian oil buyers, are not being dismissed.

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.