Energy Watch Growing supply will limit any gains in oil prices this year Crude oil prices have risen over the last month as demand has picked up and stocks have tumbled. However, supply, especially from Nigeria, Libya and the US has risen rapidly. This Energy Watch looks... 23rd August 2017 · 1 min read
Energy Watch Will US gasoline demand recover from its weak start? US gasoline prices have been volatile so far this year but have generally followed oil prices lower. This Energy Watch examines the prospects for US gasoline demand over the rest of this year and into... 14th July 2017 · 1 min read
Energy Watch What do the next eighteen months hold in store for oil prices? Crude oil prices have slumped again recently, despite OPEC agreeing to extend its output cuts by nine months. This Energy Watch sets out our view on what will happen to supply and demand over the next... 12th June 2017 · 1 min read
Energy Watch What would longer OPEC production cuts mean for oil prices? OPEC will almost certainly extend its production cuts by another nine months at its meeting next week. This Energy Watch looks at the impact that longer cuts in production would have on the oil market... 18th May 2017 · 1 min read
Energy Watch Are we too bullish on oil prices? Steadily rising crude stocks have sent prices tumbling recently. This Energy Watch looks at whether our assumptions about OPEC, US shale oil production and demand are still valid and where the... 24th March 2017 · 1 min read
Energy Watch What could Trump’s trade policies mean for energy markets? Donald Trump’s proposed restrictions and tariffs on trade could cause turmoil in both the domestic and international energy markets if enacted. This Energy Watch takes a first look at what some of the... 22nd February 2017 · 1 min read
Energy Watch China is in the driving seat when it comes to coal Coal was one of the best performing commodities in 2016 after years of declining prices. However, this revival was primarily due to reductions in supply coupled with cold weather, which boosted demand... 25th January 2017 · 1 min read
Energy Watch Rumours of OPEC’s death have been greatly exaggerated OPEC has managed to confound its sceptics (including us) by masterminding an agreement between OPEC and non-OPEC countries to cut output substantially next year. This Energy Watch looks at the... 16th December 2016 · 1 min read
Energy Watch OPEC likely to do just enough OPEC’s next official meeting on 30th November is being viewed by the markets as a make-or-break opportunity. A strong, credible deal to cap supply could put a floor under prices and help to rebalance... 17th November 2016 · 1 min read
Energy Watch Would an OPEC production cut make a difference? The prospect of the first OPEC production cut since 2009 has sent oil prices back above $50 per barrel, although they have slipped a bit recently as the potential deal shows signs of unravelling... 27th October 2016 · 1 min read
Energy Watch OPEC’s past form points to disappointment in Algiers Speculation about a potential deal to freeze output at the unofficial OPEC meeting at the end of September has been largely responsible for the increase in oil prices over the past month. This Energy... 13th September 2016 · 1 min read
Energy Watch What does the rest of the year hold in store for oil prices? Oil prices are now back at around $50 per barrel (for Brent) but they have been volatile over the last few months. Speculation about a deal to freeze output, high stocks and outages in production have... 25th August 2016 · 1 min read
Energy Watch Glut of oil products to weigh on demand for crude The tightening of the oil market since the start of the year has been the main driver of the price rally over the last few months. However, there are valid concerns that stocks of oil products are... 21st July 2016 · 1 min read
Energy Watch Oil demand to rise, despite Brexit Disruptions to oil supplies in Canada and Nigeria have been behind most of the rally in oil prices over the past month. However, demand has also been growing strongly and we do not think that Brexit... 29th June 2016 · 1 min read
Energy Watch What to expect from next month’s OPEC meeting The next meeting of the Organisation of the Petroleum Exporting Countries (OPEC), on 2nd June, is unlikely to be as interesting as the previous one in December, when the group decided to effectively... 19th May 2016 · 1 min read
Energy Watch Oil price rally could be sowing seeds of its own destruction The recent rally in oil prices has been stronger than even we had anticipated. However, prices have already fallen back slightly from their recent peak and we would not be surprised to see some... 5th May 2016 · 1 min read