Trading & Markets

Trading & Markets

The shadow fleet is the real chokepoint in 2026

China’s new oil position

The AI industry’s coming dominance of oil and gas

Canadian producers positioned to ride out the downcycle

OPEC+’s cohesive restraint

OPEC+ set to strengthen its hand

Oil in 2026: Five factors to watch

Venezuela upends global heavy crude market

Letter from the US: The curse of strong energy exports

OPEC’s discipline sets tone for 2026

Outlook 2026: Crude on crude – How shale oil flipped the script on the global barrel

Outlook 2026: The next oil shock – From peak demand mirage to structural tightness

OPEC presses pause

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

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