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Latest Reports and Analysis

Latest Analysis / Short-term Global Oil Service

Weekly Fundamentals - Trump effect on full display as markets brace for US tariffs

Published: 30 January, 2025

Highlights:

Trump effect on full display as markets brace for US tariffs
- US crudes stand to gain, with or without tariffs
- OPEC+ unlikely to bow to pressure from Trump
Kazakhstan’s production in the spotlight following capacity increase
Libya’s organic oil output growth faces another protest scare ...

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Previous Issues

March 20, 2025

Weekly Fundamentals - Markets remain in limbo as tariffs uncertainty and demand concerns offset bullish geopolitical factors

March 13, 2025

Weekly Fundamentals - Markets struggle for direction as geopolitical/tariff uncertainties dominate

March 6, 2025

Weekly Fundamentals - US tariffs and OPEC+ fuel bearish rout as Dated Brent falls to lowest level in three years

February 27, 2025

Weekly Fundamentals - Sentiment remains massively risk-off despite solid fundamentals

February 20, 2025

Weekly Fundamentals - Oil market remains cautious as preliminary US-Russia talks held in Riyadh

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