Author: Derek Brower
How much Iranian oil will be lost if Trump scraps the JCPOA?
6 April 2018
The range of estimates is wide and the White House isn’t giving much thought to what happens next
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
Fracks and facts
3 April 2018
Daniel Raimi's book sifts through the bluster and rhetoric. The result will please and annoy both sides
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
Will the new shale surge wreck the rebalancing?
9 March 2018
As tight oil soars, producers should welcome the retreat in prices. Cheaper oil is the best chance to bring back market equilibrium
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
Canada's climate wars
9 March 2018
Chris Turner's new book is a thorough account of how Alberta's oil sands became one of the energy world's hottest properties—and its most controversial
Energy risk in all shapes, all sizes
27 February 2018
Geopolitics may be bullish or bearish. But it will almost certainly bring volatility to the oil market
The oil market has a forecasting problem
14 February 2018
Predicting oil production growth is a perilous task at best. Surging US oil output isn’t helping
Demand growth now the focus for oil market
8 February 2018
Surging supply threatens to overwhelm balances, unless consumers come to the rescue
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
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
The end is nigh for oil
12 January 2018
Fossil fuel merchants including oil companies are living on borrowed time, argues a new book
Trump and Iran might lift oil prices, for now
9 January 2018
Don't bet against the president's imminent Iran decision lifting oil prices. But don't expect the rally to last either
The IEA is now much more bearish on 2018 than Opec
15 December 2017
The latest forecasts from the IEA and Opec offer very different pictures of the oil market next year
Opec: The rollover
14 December 2017
The cuts were extended—but with a built-in escape hatch and implicit threat to other producers
Mexico's rainy-day fund
12 December 2017
The sovereign-wealth fund is a good idea—now it just needs some wealth to manage. The FMP’s executive coordinator spoke to Petroleum Economist
Opec's Venezuelan supply problem
8 December 2017
It's hard to see how the Opec-non-Opec agreement would survive a steep decline in Venezuelan oil output in 2018
Opec and non-Opec agree a rollover, with caveats
1 December 2017
Cuts extended to end-2018, but with a built-in escape hatch—and an implicit threat to other producers
Opec can only disappoint the market
29 November 2017
Many cutters are now sceptical of the need to keep cutting and a watered-down deal will be followed by weaker compliance in 2018 anyway
Another heave for Opec
17 November 2017
Opec must extend its deal or face another sell-off. Then it needs to find an exit strategy
Can oil's rally last?
10 November 2017
Physical tightness and geopolitics suggest so. But price threats are lurking
The paradox of energy security
2 November 2017
Efforts to secure the flow of energy often do the opposite, reinforcing injustice and historical resentments, argues a new book
Oil prices—is the worst over?
17 October 2017
Supply-demand balances are tightening and sentiment is turning, but the next two quarters will be decisive
Trump's Iran move and oil
13 October 2017
The market should not ignore the geopolitical risks if the nuclear deal now unravels
Citi's oil bear makes a move
18 August 2017
One of Wall Street's best energy analysts is packing up to go and sell solar panels in Costa Rica. Over steak in London, Seth Kleinman explains why