In the Energy Market Drivers report from October 24, GRM analyses the potential impact of the US election on oil prices, the US dollar, and interest rates, noting that election outcomes might have an overstated impact on oil markets. Brent is expected to range-trade, with attention shifting to OPEC+ and production levels for December.
Market Insights
Market Insights
Video: 10 Minutes About the US Election
Welcome to "10 Minutes About" from Global Risk Management. Chief Analyst, Arne Lohmann Rasmussen, is joined by Product...
The market has become too complacent about geopolitics
The October 18, 2024 Energy Market Drivers report highlights Brent stabilising after a tough week, driven by reduced geopolitical risk, oil demand concerns, and market volatility. It also notes a low correlation between EUA and TTF gas, with geopolitical tensions expected to dominate. Hedging strategies are advised for key price ranges.
Video: 10 Minutes About Gas
Welcome to "10 Minutes About" from Global Risk Management. Chief Analyst, Arne Lohmann Rasmussen, is joined by Product...
Geopolitics in focus, but keep an eye on potential downbeat oil market reports
In our latest Energy Market Drivers report from October 04, we discussed that geopolitics would set
the stage the coming week and that one should forget about China, OPEC+ and other fundamental
factors in the oil market.
Video: 10 Minutes About Oil
Welcome to "10 Minutes About" from Global Risk Management. Chief Analyst, Arne Lohmann Rasmussen, is joined by Product...
Geopolitics Set the Direction in Oil: Correlation Breakdown Between EUA and Gas Prices
In our latest Energy Market Drivers report from September 27, we discussed three key
developments that would drive the oil price in the short term. We argued that Saudi Arabia is
flirting with a volume strategy, that Libyan oil will return to the market, and that China has taken
out a “bazooka” to support its economy.
One bullish and two bearish key developments this week in oil markets
In our latest Energy Market Drivers report from September 20, we argued based on the 50bp Fed
cut, geopolitics, a tight physical market and stretched positioning that optimism had reeturned to the
crude oil market.
Brent and fuel oil cracks recover. TTF gas and EUAs under pressure
In our latest Energy Market Drivers report from September 13, we argued that weaker oil
fundamentals were now priced in, that Brent would see support at USD69, and that the Fed meeting
would be crucial for the market.
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