September 4, 2026 Download the article as PDF: Content Geopolitics and macro: Higher energy prices...
Oil and gas update and some preliminary thoughts ahead of the 2027 budget process
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Energy Market Drivers
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...
Less tight situation in the physical oil market. But will it last?
May 10, 2026 Download the article as PDF: Content Oil market update: Peace agreement hopes or...
Global oil stocks moving towards critical levels
May 3, 2026 Download the article as PDF: Content Oil market update: Global crude oil inventory...
From hope of peace to fear of a long conflict and no reopening of the Strait
April 24, 2026 Download the article as PDF: Content Oil market update: From optimism to pessimism...
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