Trading & Markets

Trading & Markets

Learning from oil’s supercycle miss

Letter from London: Oil’s golden triangle

The complex crude glut picture

The curious case of oil-on-water

OPEC+ nears output targets amid unsolved riddles

Oil’s fragile AI trillions

OPEC+ exposes its producers’ limits

China’s role as oil buffer stock manager

Letter from Vienna: OPEC at 65

OPEC’s realignment

Oil outlook: Who and what to believe?

India’s retreat from Russian oil could cause global trade flow shockwaves

OPEC+ off-target in July

The great OPEC+ reset

China creates two-tier oil dynamic

Letter from Austria: OPEC delivers wake-up call

OPEC+’s extra barrels mostly made of paper

Oil demand ramps up air miles

Letter from the Middle East: Iran-Israel war risks dire straits

IEA and OPEC energy assumptions on fragile ground

The oil risk premium fable

Saudi Arabia and Russia pull OPEC+ in different directions

OPEC+ still showing restraint

India’s oil demand looks to EV threat

OPEC++, the sequel, has arrived

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