Tagged With Markets
30 April 2025
While economic weakness and the electric vehicles trend have hit oil demand growth, petrochemicals and jet fuel show more nuanced changes across the barrel
23 April 2025
Oil and gas prices could come crashing down, resurrecting ghosts of trade wars past
22 April 2025
Modest downward revisions to 2025 supply belie the longer-term damage to E&P from a weaker oil market
10 April 2025
Technology, policy and narrative are the three biggest factors that could change the course of our 2050 outlook
9 April 2025
A rising global population and greater urbanisation will mean increasing demand for energy, but what will be up and down in the mix? Petroleum Economist looks out to 2050 again in the second part of our long-term outlook
9 April 2025
The surprise decision to bring on extra supply has coincided with better quota conformity from laggards in the group, Petroleum Economist analysis shows
8 April 2025
Oil’s resilience and gas’ growth will continue to define the global energy mix into 2050, according to Petroleum Economist analysis, but that does not have to spell doom and gloom for sustainability
4 April 2025
With extreme weather, refinery closures and geopolitical uncertainty reshaping supply and demand, traders must look beyond headline price movements to understand the actual state of the market
26 March 2025
The Paris-based energy watchdog is reverting to its core mission and putting security over transition
20 March 2025
Tariffs, sanctions and trade conflicts are upending the oil market, impacting crude differentials and shipping rates and creating uncertainty
13 March 2025
The spectre of Saudi Arabia’s 2020 market share strategy haunts a suffering OPEC+ as Trump upends the energy world
12 March 2025
Bearish market sentiment and bullish long-term outlook for oil and gas consumption prevails at CERAWeek
11 March 2025
Iran, Iraq, Venezuela, Nigeria and Kazakhstan all add significant volumes as core OPEC-9 feels the strain of compliance
5 March 2025
The oil alliance’s decision to keep to the plan amid tightening economic fundamentals seems to have been lost in the global geopolitical maelstrom, misplaced market speculation and haze of conjecture
11 February 2025
Improving compliance among the group and wider group is offset by production increases in outliers Libya, Venezuela and Iran
7 February 2025
The history of tin production and prices offers a preview of the future oil market. If correct, $35/bl could become the new normal for crude for several years without further OPEC+ intervention
31 January 2025
Trump may get his wish for cheaper oil, but prices will more likely be driven by fundamentals than policies
29 January 2025
Petroleum Economist analysis sees ICE Brent averaging $79/bl in 2025 as misfiring non-OPEC+ oil supply overshadows tepid demand growth
17 January 2025
Supply glut or supply deficit are both plausible outlooks, with tariffs and sanctions among the key risks that could swing the pendulum
10 January 2025
New Petroleum Economist OPEC+ oil survey sees group improve compliance to ensure oil market stability going into 2025
7 January 2025
Oil demand growth may be slowing, but the needs of rising populations and developing economies mean the outlook is still evolving
2 January 2025
A renewed push for oil and gas production in the US combined with a continued focus on decarbonisation are just two of the trends to look out for in the coming year
2 January 2025
The climate narrative has centred on phasing out fossil fuels in favour of renewables and novel solutions, but increasingly, policymakers are realising the importance of hydrocarbons as an enabler of the transition
31 December 2024
The world needs to reduce emissions but must do so while providing affordable and reliable energy to meet rising global demand
17 December 2024
Structurally lower GDP growth and the need for a different economic model will contribute to a significant slowdown
16 December 2024
Middle East grades remain a diminished but important part of the South Asian country’s diet, especially as new refining capacity comes online
16 December 2024
China drove the market for crude into the doldrums in 2024 with a big drop in demand, but a turnaround looks likely next year
26 November 2024
Secretary General Hamel warns on gas underinvestment, and highlights the energy source as playing a transitional role in the West and being a destination fuel in the Global South
12 November 2024
The move by OPEC+’s inner circle to extend voluntary production cuts once again demonstrates that the oil market continually misunderstands the group
25 October 2024
Trader sees potential for M&A as oil prices come down, says chairman Torbjorn Tornqvist
23 October 2024
Markets have seen no material disruption from the war so far, but as the fighting goes on it is a matter of when, not if
21 October 2024
The oil markets may be poised to experience a price slump mirroring the history of the gas sector
18 October 2024
An escalation in the conflict could threaten global oil supplies, so why is the market not reacting?
17 October 2024
In our final look back into the Petroleum Economist archives, we turn the clock back to September 2016
16 October 2024
The impact from Libya’s lost barrels versus the threats to Iranian supply highlight the type of buffer in the oil market and the demand implications
15 October 2024
UAE energy minister warns oil sector of the chaos that may ensue without OPEC+ market management
4 October 2024
Economic ill-health may be a wake-up call to the world about the Asian nation’s shifting oil buying status
18 September 2024
The burden of subsidies on national economies seems to outweigh their political point scoring benefits, but removing them is not an easy task
8 August 2024
Breakeven prices are a blunt but important metric for managing oil markets and helping shape oil’s direction, but Saudi Arabia and other producers also see a bigger picture
2 August 2024
Looming supply shortfalls will force some difficult political decisions
30 July 2024
Strategic stock releases designed to alleviate price shocks emanating from disruptions came into their own after the Russia crisis
19 June 2024
The feud between the IEA and OPEC highlights how the lines between reality and fantasy over oil demand have become blurred, with huge ramifications for investment
12 June 2024
OPEC watchers should not undervalue the buying power of refiners in the changing oil market equation
8 June 2024
The impressive agreement struck between OPEC and its allies highlights the powers and limits of the group
27 May 2024
World’s third-largest consumer should see sturdy growth in oil consumption during 2024 even if prices rise
24 May 2024
Tehran is in a renewed political crisis, but its ability to find buyers for its crude exports hands it a lifeline
13 May 2024
OPEC+ has huge amounts of spare capacity amid a tightening market, but nothing can be taken for granted given unclear economic trajectories and geopolitical unrest
2 May 2024
Faster-than-expected economic growth fails to mask macro imbalances and shifting structural oil product trends
23 April 2024
Cheaper Russian barrels and lower overall crude prices have helped cut key oil consumer’s import bills in election year
16 April 2024
Commentators need to shake off the myths of the past, with rising oil prices a boon for US economy
