Author: Derek Brower
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
Gulf members try to shore up Opec's credibility
26 July 2017
But a pathway out of the cuts is still not clear
What can Opec do?
24 July 2017
The supply deal is stuck in limbo—the cutters have complied but stocks remain high and prices weak. What now?
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
Help not hinder Africa
12 July 2017
Oil in Africa has a bad press—but it needn't be that way, argues a new book
Volvo and the allure of EVs
6 July 2017
Times are changing for drivers
Russia is planting flags in the Middle East
3 July 2017
Pragmatism and a tolerance for risk are giving Russian energy interests an edge in the region
The global oil-demand growth forecast for 2017 depends on a bumper Q4
15 June 2017
Either Q1-Q4 crude consumption will rise at its fastest pace since 2010, or the data are very wrong
Electric threat
12 June 2017
The oil industry needs to start taking the rise of alternative vehicles seriously
Could the Qatar crisis spike oil prices?
8 June 2017
The market wants to shrug off the Riyadh-Doha spat. It’s a risky position
Opec: more of the same
26 May 2017
Extending the cuts for nine months is designed to kill off the stock glut, but the pledge to keep going will buoy tight oil
Opec's narrowing options
24 May 2017
An extension to the cuts may not help the group as much as it helps Texas