Daily Oil Fundamentals

No Real Shock but Some Awe

21 Jan 2025

No Real Shock but Some Awe

This is the space where the latest developments on oil supply and demand, the general state of the energy sector, macro and microeconomic news and geopolitical events are detailed. In today’s note, this is the space where the exact same factors are viewed from the perspective of the inaugurated US President, Donald Trump. In his pugnacious address, he reversed many of his predecessor’s measures and policies.

Daily Oil Fundamentals

Make News True Again

20 Jan 2025

Make News True Again

The Donald is upon us and so are the many streams of consciousness such a remarkable character will bring to the minds of every part of the globe's machinations, we pick and consider an initially important factor to the oil market below. The outgoing President Biden can take some credit, but the holding so far of the Gaza peace deal and hostage exchange would not have happened without the looming presence of the President-elect.

Daily Oil Fundamentals

Russia and Gaza are in the Crosshair of Investors

17 Jan 2025

Russia and Gaza are in the Crosshair of Investors

Macroeconomic issues will come back to the fore in due course and will have a palpable impact on oil prices again. These days, however, US retail sales or jobless claims are being confined to the back of traders’ minds (they were encouraging, by the way) and so are upbeat Chinese GDP figures (+5.4% for 4Q 2024). Attention is still firmly on geopolitical issues.