Author: Derek Brower
Who's your swing producer now?
6 July 2018
Under pressure from Trump, Saudi Arabia has demolished the Opec deal and will now pour oil into a market that is suddenly running short
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
Oil goes into the red zone
21 May 2018
The market is primed for another price rally. The industry needs to update its outlook
Iraqi oil's 15 bloody years
15 May 2018
Gary Vogler's memoir of post-invasion Iraq gives context to the many challenges the country still faces
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
A new behemoth or the reform Iraq needs?
8 May 2018
Parliament has passed a law to re-create Iraq National Oil Company. It faces opposition
Iraq pushes for fresh oil expansion
4 May 2018
Despite hurdles, energy sector ambitions abound
Iraq's big rebuilding project
1 May 2018
Damage to the country has been severe. The recovery needs lots of money and willing investors
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