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China creates two-tier oil dynamic
There is a bifurcation in the global oil market as China’s stockpiling contrasts with reduced inventories elsewhere
Trump’s Russia threat rings hollow
The reaction to proposed sanctions on Russian oil buyers has been muted, suggesting trader fatigue with Trump’s frequent bold and erratic threats
US oil sector faces complicated path
Trump energy policies and changing consumer trends to upend oil supply and demand
California refiners dreaming of heyday
US downstream sector in key state feels the pain of high costs, an environmental squeeze and the effects of broader market trends
Mars attacks US oil industry
Crude quality issues are an often understated risk to energy security, highlighted by problems at a key US refinery
Waiting for Arctic LNG 2
Without sanctions relief, there is little reason to believe the latest potential attempt at exports from the Russian liquefaction project will be more successful than the one last summer
Nigeria bullish about oil recovery
Efforts to restructure and boost investment appear to be working, but doubts remain about the plan to almost double crude production by 2030
Bakken oil output may hold its ground
While oil prices will determine the trajectory of the key US shale patch, regulation and technological shifts are also likely to shape direction longer term
China’s oil output to scale new heights
New discoveries and stabilisation of legacy fields’ output have helped China reverse the decline and be a top-five producer in recent years
Letter from the Middle East: Iran-Israel war risks dire straits
A blockade of the Strait of Hormuz would have reverberations that would sound around the world
US Venezuela Nigeria Saudi Arabia Libya Russia North Korea Iraq Iran China
21 March 2018
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The volatile 10

As the oil market regains balance, risk will affect the price. Here's where to watch

US Unpredictable leader? Global risk now emanates directly from the Oval Office and—on everything from North Korea to Nafta—Donald Trump's Twitter account. For the oil market, the president is broadly bullish. US tax cuts may feed into higher demand; Trump's dislike of the Iran deal and stance on Venezuela may bring sanctions; and an implicit soft-dollar policy could support oil prices. His "American first" programme has not caused the drop in global trade some feared. The main bearish risk from the US comes from the Fed's planned interest-rate rises this year and the impact on the global economy. If Democrats win bigly in November's midterm elections, Trump will be stymied and the Russia in

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Mozambique’s insurgency continues, but the security situation near the LNG site has significantly improved, with TotalEnergies aiming to lift its force majeure within months
China creates two-tier oil dynamic
25 July 2025
There is a bifurcation in the global oil market as China’s stockpiling contrasts with reduced inventories elsewhere
Trump’s Russia threat rings hollow
24 July 2025
The reaction to proposed sanctions on Russian oil buyers has been muted, suggesting trader fatigue with Trump’s frequent bold and erratic threats
US oil sector faces complicated path
24 July 2025
Trump energy policies and changing consumer trends to upend oil supply and demand

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