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The year of the payback
20 Jun 2022 - Konstantinos VenetisThe markets remain caught in the pincer movement between a hawkish Fed and slowing world growth: 2022 is “payback year” following the outsized gains of 2021. Inflation looks like it is about to peak but at the same time.
#Federal Reserve #Monetary Policy #Inflation #China #OPEC
All eyes on oil as the commodity rally narrows
13 Jun 2022 - Konstantinos VenetisCommodity prices continue to trend higher but the breadth of the rally has narrowed: industrial metals have corrected lower in 2022 Q2, leaving energy prices to pull the cart. Where do we go from here? The case for a.
#Federal Reserve #OPEC #Commodities #Oil
Oil: new playbook, same old cycle
05 Mar 2021 - Konstantinos VenetisWe have often made the argument that although the nature of the Covid shock makes this macro cycle unique, it is important not to lose sight of the fact that this remains a cycle. The same is true of the oil market..
#Inflation #OPEC #Commodities #Oil
Chip Famine and the new OPEC
19 Feb 2021 - Rory GreenSurging demand for semiconductors is putting pressure on vehicle production and US-China relations. Taiwan and Korea are the prime beneficiaries, insatiable demand for their exports and rising prices adds conviction to.
#Trade War #China #Technology #OPEC #Semiconductors #Geopolitics
Geopolitical Spotlight shifts to semiconductors - the new oil
10 Feb 2021 - Rory GreenThe structural shift in demand for semiconductors moves the focus of global geopolitics and finance from the Persian Gulf to the South China Sea. The rapid acceleration of the “internet of things”, to-date and to-come,.
#China #Oil & Gas #OPEC #Semiconductors #Geopolitics
Is peak oil now behind us?
27 May 2020 - Stephen O'SullivanIn the last blog on energy a couple of weeks ago A bad week for Big Oil... with worse to come?, I highlighted two different views about Peak Oil out in the market: those who thought that the moment of Peak Oil (as in.
#OPEC #Oil Price #Russia #Saudi Arabia
A bad week for Big Oil... with worse to come?
07 May 2020 - Stephen O'SullivanThe last week was quieter in the oil markets as far as prices were concerned and there was a steady drift upwards on the back of some economies partially reopening. It was, however, reporting week for the oil companies.
#Oil & Gas #OPEC #Oil Price #Russia
After oil at -$40, what next?
27 Apr 2020 - Stephen O'SullivanLast Monday we warned that oil prices could turn negative. That evening they did just that, with the main US domestic grade WTI trading as low as -$40/bbl for the May contract (sellers were paying buyers to take the.
#OPEC #Oil Price #Russia
OPEC+ agreement: A band-aid to delay the crisis
14 Apr 2020 - Stephen O'SullivanOver the past weekend OPEC+ (OPEC plus Russia - and now plus a few other countries as well) announced that it had reached an agreement to cut oil production in response to the dramatic falls in oil demand following the.
#OPEC #Oil Price #Russia #Saudi Arabia
Prospects for the recovery of the global oil market
03 Apr 2020 - Stephen O'SullivanOn January 1 Brent crude oil was trading above $66/bbl. Three months later, it had fallen by more than 60% from that level. A coronavirus-driven decline was followed by a collapse when the three-year old agreement.
#China #Oil & Gas #Covid19 #OPEC #Oil Price #Russia
