Oil markets, OPEC, enter the endgame for the Age of Oil
23rd May 2021 by

2 major events shocked oil markets last week. They marked the start of (a) the endgame for the Age o...

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Iran highlights OPEC’s dilemma on output cuts
14th February 2021 by

Saying you “won’t do something” may stop you digging a bigger hole for yourself. B...

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Automakers face stiff headwinds in big emerging markets
19th January 2020 by

Brazil, Russia, India and China disappoint as manufacturers face investment demands of EVs © Bloomb...

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Oil market weakness suggests recession now more likely than Middle East war
11th August 2019 by

Oil markets remain poised between fear of recession and fear of a US attack on Iran. But gradually i...

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Déjà vu all over again for oil markets as recession risks rise
3rd March 2019 by

Back in 2015, veteran Saudi Oil Minister Ali  Naimi was very clear about Saudi’s need to adop...

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Oil prices flag recession risk as Iranian geopolitical tensions rise
20th May 2018 by

Today, we have “lies, fake news and statistics” rather than the old phrase “lies, ...

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Economy faces slowdown as oil/commodity prices slide
12th February 2018 by

Oil and commodity markets long ago lost contact with the real world of supply and demand. Instead, t...

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Oil heads back below $30/bbl as hedge funds give up on OPEC
10th July 2017 by

“Those who cannot remember the past are condemned to repeat it“. George Santayana 9 mont...

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Oil prices under pressure as US oil/product exports ramp up
18th May 2017 by

On Monday, I discussed how OPEC abandoned Saudi Oil Minister Naimi’s market share strategy dur...

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US Permian’s shale oil surge highlights OPEC’s failed strategy
15th May 2017 by

OPEC and Russia made a massive mistake last November when when they decided to try and establish a $...

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