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
Middle East & North Africa Chart Pack Gulf’s non-oil sectors show signs of recovery The latest activity data suggest that non-oil sectors in the two largest Gulf economies, Saudi Arabia and the UAE, are starting to recover from their slumps in early 2016. Both countries have been... 20th February 2017 · 1 min read
Commodities Weekly Commodities consolidate While a slight weakening of the US dollar provided some support to prices this week, individual demand and supply fundamentals were the main drivers. Oil prices fell as a further rise in US stocks... 17th February 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report US crude oil inventories continued to rise last week, albeit at a slower rate than in the previous one. Gasoline stocks also increased, after a small reduction a week earlier. 15th February 2017 · 1 min read
Commodities Update Investors still in love with commodities The prices of most commodities have risen since the start of the year, boosted by optimism about demand and, in some cases, disrupted supply. A period of weakness in the US dollar has helped, but the... 14th February 2017 · 1 min read
Energy Update Will a slowdown in efficiency gains curtail US shale oil output? Oil price increases following production cuts by OPEC and non-OPEC countries stand to be partially tempered by higher US shale oil output. Improved efficiency in the industry means that oil producers... 14th February 2017 · 1 min read
Global Economics Update Outlook for oil prices still benign for world economy OPEC is unlikely to sustain the production cuts which it implemented in January, but we expect a combination of rising global demand and increased US shale production to keep prices fairly stable for... 13th February 2017 · 1 min read
OPEC Watch OPEC reins in production OPEC’s oil production dropped sharply in January as the group’s new output quota came into force. However, Iran, Libya and Nigeria continued to increase output. 13th February 2017 · 1 min read
Commodities Weekly Yellen’s testimony unlikely to be a market mover Most commodity prices rose this week despite a sharp appreciation of the US dollar. The latest data on Chinese trade, released today, show that commodity import volumes jumped in January but this... 10th February 2017 · 1 min read
Commodities Outlook Time to sound a note of caution Commodity prices continued their strong run in the early weeks of 2017, but we are concerned that investor optimism may fade in the months ahead. Prices have been buoyed by the pick-up in China’s... 10th February 2017 · 1 min read
Energy Update Will a stronger dollar prevent oil prices from rising further? Strong growth in demand for oil and a reduction in stocks should push prices higher over the rest of this year. However, rising US interest rates and a stronger dollar are likely to act as headwinds... 9th February 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report US crude oil inventories rose by a near record level last week. But stocks of gasoline were drawn down a little. 8th February 2017 · 1 min read
Energy Update US foreign policy is a major upside risk for oil prices Donald Trump’s foreign policy, especially regarding the Middle East, is likely to have a bigger impact on oil prices in the near term than changes to domestic energy policies. 6th February 2017 · 1 min read
Commodities Weekly Mixed news for commodity markets Most commodity prices took a bit of a hit this morning as China raised its short-term interest rate, in a clear sign that supporting growth is no longer the primary immediate goal of policymakers... 3rd February 2017 · 1 min read
Energy Chart Pack Oil prices have a quiet start to 2017 After finishing 2016 on a high, oil prices were relatively stable in January as investors were waiting to see whether OPEC is complying with its deal to cut output. Elsewhere, a jump in economic... 2nd February 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Inventories of both crude oil and gasoline rose by more than expected last week. But the focus remains on OPEC. 1st February 2017 · 1 min read
