Trends
Opec starts to ease cuts
22 June 2018
The group is seeking to return compliance to 100%, implying a sharp immediate rise in output. But the details are vague
Opec's risky metamorphosis
22 June 2018
The urge to create a bigger producer group based on the Declaration of Cooperation is changing Opec's power politics
Trump's spectre looms over tense Opec meeting
19 June 2018
Russia and Saudi Arabia plan to raise supply. The move will please the US but make for a rocky summit this week
Is Russia edging towards the Opec exit?
21 May 2018
Russian output remains much higher than the level it agreed to in December 2016 and producers have big expansion plans
Oil goes into the red zone
21 May 2018
The market is primed for another price rally. The industry needs to update its outlook
Opec ushers in the next market cycle
11 May 2018
Opec and partners have cleared the glut—but will keep cutting. The strategy will support prices, but recreate the conditions that brought about the last bust
China seeks to solidify oil future
4 May 2018
The successful launch of the long-awaited Shanghai oil futures contract showed it is gaining sway in global energy markets
The price is right
5 April 2018
With the help of thirsty consumers and collapsing Venezuelan output, the market seems at last to have found its range
Opec and IEA bristle at Trump's trade posturing
16 March 2018
The IEA and Opec say Trump’s trade plans are a threat to global growth
Five key takeaways from the big three oil market reports
15 March 2018
Demand and supply data still diverge, Venezuela’s increasingly critical to balances, and some macro alarm bells are starting to ring
China bets on a yuan-oil bonanza
13 March 2018
The country's long-delayed crude oil futures contract promises much, but doubts persist
Tight oil's surge poses a familiar dilemma for Opec
9 March 2018
The rebalancing effort is on shaky ground. To keep cutting is a problem but to stop might be just as bad
Volatile market conditions
6 February 2018
Saudi Arabia wants Opec to keep cutting, despite the steady tightening of the market. It's a risky strategy
US defends its oil-output data
30 January 2018
What do the EIA's weekly production figures tell the market—and what don't they?
New crisis and old
22 January 2018
Subdued oil prices and intractable wars cast a shadow over the year
Oil through the worse?
22 January 2018
Opec cut, shale grew, stocks fell, demand soared, prices rose and balance—the oil market's magic word—drew near
Peak demand and oil's long-term trap
19 January 2018
Fixating on the timing of a peak in oil demand is misplaced. Rather, the peak's significance is in shifting the paradigm, from perceived scarcity to perceived abundance. And it poses a problem for low-cost producers
Disrupting the energy landscape, block by block
6 December 2017
Will blockchain overcome the hurdles in its way to transform the industry?
Oil's well—for now
28 November 2017
Experts differ on when oil demand will peak but agree we're accelerating towards it
Carbon permits: The burning issue
23 November 2017
Carbon floor price or free market? Europe's debate shows no signs of calming
Can oil's rally last?
10 November 2017
Physical tightness and geopolitics suggest so. But price threats are lurking
US crude and fuel exports reaching new highs
19 October 2017
WTI's persistent discount to Brent has drawn record levels of American oil onto international markets
What future for renewables investment?
22 September 2017
Cutting subsidies from clean-energy projects has hurt banks and private equity investors – but there are still opportunities
Cracks in the US shale recovery?
27 July 2017
Oil bulls shouldn't get too excited about those capex cuts yet
Gulf members try to shore up Opec's credibility
26 July 2017
But a pathway out of the cuts is still not clear
Can Opec get its mojo back in St Petersburg?
19 July 2017
Ecuador is doing what other members wish to—ditching a supply deal that has become more painful than gainful. Saudi Arabia needs to revive momentum