Insights

Daily Oil Fundamentals

To Cease Fire or Not?

02 Feb 2024

To Cease Fire or Not?

Anyone pondering on the extent of the geopolitical risk premium built in the price of oil due to the Middle East crisis got a strong hint between 5 and 5.30 pm London time yesterday when Brent dropped more than...

Daily Oil Fundamentals

US Production Recovery is More Immediate Than FED Decision

01 Feb 2024

US Production Recovery is More Immediate Than FED Decision

The pace at which US production has been brought back online after output was shuttered due to freezing temperatures has caught the oil market a little on the hop and indeed, the recovery is rather impressive.

Daily Oil Fundamentals

Risk is Turning into Reality

31 Jan 2024

Risk is Turning into Reality

It would be a mild dramatization to conclude that Chinese economic troubles, the latest chapter of which was opened by a Hong Kong court ordering the liquidation of troubled property developer, Evergrande...