September 25, 2026 In this Energy Market Drivers edition: Oil prices & Strait of...
Deal or no deal? No deal is our call. High risk of a US export ban pushing diesel and gas oil prices further up
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Energy Market Drivers
Budget Commodity Outlook 2027
September 21, 2026 Download the article as PDF: Content Macro: Optimistic growth forecasts given...
Escalation in the Middle East and tighter market balances
September 11, 2026 Download the article as PDF: Content Geopolitics and macro: Higher energy...
Oil and gas update and some preliminary thoughts ahead of the 2027 budget process
September 4, 2026 Download the article as PDF: Content Geopolitics and macro: Higher energy prices...
Six months of war – why oil is not higher and why diesel and gas are the real chokepoints + two scenarios for the next six months
August 28, 2026 Download the article as PDF: Content The biggest fear in energy markets turned out...
Diesel and natural gas are the main chokepoints in the energy market, and the Strait of Hormuz “closed for longer”
August 24, 2026 Download the article as PDF: Content Geopolitical update: Strait of Hormuz is...
Recent oil market weakness is likely temporary
August 17, 2026 Download the article as PDF: Content Oil market update: Five reasons that explain...
Iran-Oman talks in focus in oil. Tight market balances in gas and EUA markets
August 7, 2026 Download the article as PDF: Content Geopolitical update: Deal or no deal Oil...
“The ketchup-effect” vs “oil borrowed from the future”
June 26, 2026 Download the article as PDF: Content Oil market update: The "ketchup effect" is in...
Ceasefire deal signed, but is the Strait open or not?
June 21, 2026 Download the article as PDF: Content Oil market update: Memorandum of Understanding,...
Barrels have been borrowed from the future – limits downside from a reopening of the Strait of Hormuz. Strong fundamentals in gas
June 15, 2026 Download the article as PDF: Content Oil market update: The oil market has...
Status after 100 days with a closed Strait of Hormuz
June 7, 2026 Download the article as PDF: Content Oil market update: Day 100 of the Strait of...
The market continues to believe in a deal, but….
May 31, 2026 Download the article as PDF: Content Oil market update: The market continues to...
Meet us at Slovenian Aviation and Travel Industry Summit
We are presenting at the Slovenian Aviation and Travel Industry Summit On 2 June 2026, our EMEA...
Energy Market Drivers: What will happen when the Strait of Hormuz reopens? Tight EU gas market
May 22, 2026 Download the article as PDF: Content Oil market update: What if the Strait of Hormuz...
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