Middle East & North Africa Chart Pack Worst fears over Qatar crisis fade Diplomatic efforts have failed to bring an end to the stand-off between Qatar and the so-called Anti-Terror Quartet (Saudi Arabia, UAE, Egypt and Bahrain). Encouragingly, though, there are signs that... 21st July 2017 · 1 min read
Energy Update Four key risks facing the oil market The oil market’s attention is firmly on rising production in the US and the outlook for stocks there. However, there are a number of risks elsewhere which are potentially being overlooked and which... 20th July 2017 · 1 min read
Commodities Update Commodities back in favour Investors have turned more positive on the outlook for commodity prices in the last month, reflected in a general rise in net-long futures positions. Sentiment has improved on the back of strong... 19th July 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Another large drop in crude stocks provides further evidence that the market is slowly starting to rebalance. Gasoline stocks also fell as output from refineries dropped back. 19th July 2017 · 1 min read
India Economics Update Bond market takes RBI intervention in its stride The bond market has taken the Reserve Bank of India’s (RBI’s) surprise announcement of increased open market sales of government securities in its stride, with yields on local-currency debt remaining... 19th July 2017 · 1 min read
Commodities Weekly All good, for now … The prices of most commodities, with the exception of agriculturals, rose this week. Data showing strong Chinese import demand gave a boost to the prices of industrials, while a further drop in US... 14th July 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 Data Response US Weekly Petroleum Status Report Crude oil stocks plunged last week by the largest amount so far this year. Another rise in refinery runs, in tandem with a decline in net imports, contributed to stocks falling below 500 million... 13th July 2017 · 1 min read
OPEC Watch OPEC output surges again Another surge in production in Nigeria and Libya boosted total OPEC production last month. Looking ahead, the group expects non-OPEC supply growth to accelerate next year. 12th July 2017 · 1 min read
Energy Focus What do advances in vehicle technology mean for oil demand? Advancements in fuel efficiency, an increasing number of electric vehicles and the introduction of automated vehicles should mean that demand for oil in developed countries peaks over the next decade... 6th July 2017 · 1 min read
Middle East & North Africa Economic Outlook Regional slowdown approaching a trough The slowdown in the Middle East and North Africa should bottom out in the second half of this year and growth is likely to strengthen in 2018-19. In the Gulf, the hit to headline GDP growth from OPEC... 5th July 2017 · 1 min read
Energy Chart Pack Have oil prices bottomed out? Oil prices fell for most of last month as rising production in the US and in some OPEC countries weighed on investor sentiment. However, falling US stocks and a slight dip in the number of US drilling... 4th July 2017 · 1 min read
Middle East & North Africa Chart Pack Politics rocks the Gulf Political developments have dominated the news in the MENA region this month. In Qatar, financial markets have sold off amid a diplomatic spat with regional powers. So far, though, the broader... 30th June 2017 · 1 min read
Energy Update Will US shale continue to flood the oil market? US shale production growth is likely to slow sharply towards the end of the year as the recent low prices cap the number of drilling rigs. What’s more, fewer efficiency gains will start to weigh on... 29th June 2017 · 1 min read
Energy Data Response US Weekly Petroleum Status Report Another rise in net imports contributed to a slight increase in crude oil inventories last week. At the same time, gasoline and distillate stocks fell in spite of weak demand for petroleum products. 28th June 2017 · 1 min read
Commodities Update Low volatility here to stay Volatility in commodity markets is likely to remain lower than average for the next year. The main exception could be the oil market where any change in tack by OPEC would cause sharp moves in prices. 27th June 2017 · 1 min read
