Daily Oil Fundamentals

Loading Resumes, Sanctions Might Tighten

18 Nov 2025

Loading Resumes, Sanctions Might Tighten

The Russian-Ukrainian war, with all its consequences for the short and medium-term oil balance, remains at the centre of investors’ attention. Yesterday’s conflicting performance—RBOB falling, distillates rising, and crude oil settling broadly unchanged—suggests an undecided or cautious approach for now. The best way to sum up the current backdrop is to ask questions.

Daily Oil Fundamentals

Ukraine, Alone in Action - Again

17 Nov 2025

Ukraine, Alone in Action - Again

Even though each week threatens to reveal a final solving of the never-ending and multi aspects of a Russian solution in oil market thinking, there is always a Narnia cupboard door allowing an escape into fantasy to gather more unforeseen and unexpected twists.

Daily Oil Fundamentals

Losing Confidence in Equities, Oil Finds Support from Ukraine.

14 Nov 2025

Losing Confidence in Equities, Oil Finds Support from Ukraine.

The following bullet points summarise the latest developments in financial markets and oil, and draw tentative conclusions about their impacts on oil prices.