Oil Market Drops on Fears of Demand Destruction
We expect more pain in this sector at least in the short to medium term. Saudi Arabia along with Russia as part of Opec+ had agreed to keep the production cuts and a weaking outlook may have played a…
Oil Prices and Oil Stocks
Surging Oil Prices and Analysis of Oil Stocks Oil Prices and Oil Stocks have been a topic of intense discussion and analysis in recent times. The volatility in the energy sector and the invasion of Ukraine have had a significant…
Oil Prices and Inflation
How do oil prices factor into inflation? Oil prices play a significant role in the global economy, with its impact reaching far beyond the energy sector. Fluctuations in oil prices can have a profound effect on inflation rates, influencing consumer…
Monetary Policy Outlook
Short-term Divergence in Monetary Policy Expected The US economy is currently the best positioned of the major economies. In contrast, Europe has the Ukraine-Russian war plus week demand in China. Unlike other areas, European data on inflation is mixed puts…
OPEC Forecast
We have taken a speculative position on the OPEC meeting in November. There are arguments for both a deal and also a no-deal scenario. I will briefly discuss both scenarios, then provide what our view is and why. First, the…
Oil Prices and Doha Meeting
The Doha Meeting will impact oil prices for 2016. Many analyst are confused at what will transpire at this meeting. There seems to be a weak view building that the meeting will produce some type of agreement but lots…
Oil Forecast – March 2016
Oil Forecast An oil price recovery is the key to a commodity rebound since oil is priced in dollars and it is an input into commodity production. The continuation of economic stimulus programs in the EU, Japan and China bodes…
Oil Oversupply – How long will it last?
News of Oil stored on ships (floating storage) puts more downward pressure on oil prices in the short-term. In addition, onshore oil storage are at all times highs, Chinese demand has fallen plus the Saudi decision to keep pumping oil…
Oil Outlook
The bad news for oil keeps piling on. Oil has fallen for three out of the last four weeks and the number of oil rigs in the US according to Baker Hughes keep falling – 10th straight week. Is there…
Syrian End Game
What does Russian involvement mean for Syria? Most Probable Reason: To obtain a place at the negotiating table on Syria. Putin will prop up Assad to improve his hand. The No-Fly Zone would have led to regime change which Russia…
