November 6, 2026 In this Energy Market Drivers edition: Crude oil and geopolitics:...
Post-midterm volatility offers hedging opportunities for consumers
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Energy Market Drivers
Fragmented energy markets: Risks of renewed escalation after the US midterms
October 30, 2026 In this Energy Market Drivers edition: Crude oil and geopolitics:...
Middle East escalation reinforces our view of higher prices for longer
October 23, 2026 In this Energy Market Drivers edition: Crude oil and geopolitics: Saudi...
Physical markets tighten across crude, diesel, HSFO and gas as freight rates soar and Trump seeks lower energy prices ahead of the midterms
October 16, 2026 In this Energy Market Drivers edition: Crude oil and geopolitics: High...
Dated Brent and soaring tanker rates highlight physical market tightness
October 9, 2026 In this Energy Market Drivers edition: Crude oil and geopolitics: Middle...
More oil is moving, but the physical market is still tight. Diesel and gas oil topping international geopolitics
October 2, 2026 In this Energy Market Drivers edition: Crude oil and geopolitics: More...
Deal or no deal? No deal is our call. High risk of a US export ban pushing diesel and gas oil prices further up
September 25, 2026 In this Energy Market Drivers edition: Oil prices & Strait of...
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...
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