May 10, 2026 Download the article as PDF: Content Oil market update: Peace agreement hopes or...
Energy Market Drivers
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...
Utilise the potential drop in gas prices if the Strait of Hormuz reopens to hedge gas exposure (consumer side)
April 17, 2026 Download the article as PDF: Content Gas market update: The gas will stay tight...
Peace talks collapse; Trump set to block the Strait of Hormuz
April 12, 2026 Download the article as PDF: Content Oil market update: Peace talks in Islamabad...
From fears of supply disruptions to actual supply disruptions
April 6, 2026 Download the article as PDF: Content Oil market update: From risk-premium to...
Volatile week ahead for gas and oil markets. Political interference in the EUA market is less than expected
March 22, 2026 Download the article as PDF: Content Oil market update: Six things we focus on as...
Escalation continues, and oil prices are poised for more upside. EUA price uncertainty to continue
March 15, 2026 Download the article as PDF: Content Oil market update: Further escalation points...
The snowball rolls on in the energy market. Brent heading for USD 100/bbl
March 8, 2026 Download the article as PDF: Content Oil market update: The snowball is rolling...
Geopolitics and less “oil glut” fears push oil higher. Gas refilling and EUA political interference risks
February 27, 2026 Download the article as PDF: Content Oil market update: Forget about the "super...
Iran risks are rising, and the EUAs are “cheap” again
January 16, 2026 Download the article as PDF: Content Oil market: Is Iran again a "buy the rumour,...
Has Iran become a “buy the rumour, sell the fact” event?
January 30, 2026 Download the article as PDF: Content Oil market: Iran and USD-debasement in...
Geopolitics and less “oil glut” fears push oil higher. Cold weather and low inventories push TTF gas higher
January 23, 2026 Download the article as PDF: Content Oil market: Where is the oil glut, and focus...
Geopolitical tensions are lower in oil markets for now, but can flare up at any time. Bullish outlook for gas and EUA prices
January 16, 2026 Download the article as PDF: Content Oil market: Geopolitics have become even...
Oil market focus turns to Iran, with a potential boost from rebalancing flows. EUAs on the run!
January 9, 2026 Download the article as PDF: Content Oil market: Geopolitics (Venezuela and Iran)...
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