Opinion Editorials
Analysis and argument from the region's leading energy voices.
Opinion
How likely is OPEC+ to add volumes to the market in December?
OpinionStarting a trading arm was a strategic decision to capture incremental value.
OpinionThere is No Clear Path to Net Zero
OpinionCan China’s most recent government stimulus measures boost oil markets?
OpinionOutlook for oil demand growth as we move into Q4?
OpinionHow crucial is OPEC’s management of supply for the market moving forward?
OpinionThe oil market is closely watching demand indicators and hurricane developments.
In terms of supply for Q3, the situation from OPEC+ is relatively clear and will keep the
OpinionCompliance by OPEC+ to cuts has markedly improved between Q1 and Q2.
However, Iraq remains largely behind everyone else. On average, for the first six months of
OpinionI believe oil prices will at least hold steady here and might even increase.
You’ve got the election season in full swing, geopolitical dynamics, uncertainty
OpinionCurrent price trends are encouraging for OPEC+ to increase supply as planned.
They’re observing an improvement in demand as anticipated for the second half of the year
OpinionThere’s a stronger belief today that the supply-demand equation in oil will tighten as we move further into Q3.
Real-time data from China has shown a slight uptick in demand in recent weeks, which
OpinionThe recent oil price strength is largely due to the economic environment in the US.
This is driven by increased expectations of interest rate cuts and the possibility of