Commodities Weekly Supply concerns take a back seat, for now Growing fears about demand hit all commodity groups hard this week as China tightened restrictions in response to renewed virus outbreaks. Energy prices took a big leg down from their highs reached... 2nd September 2022 · 6 mins read
Middle East & North Africa Economics Weekly CBE policy moves, OPEC+ meeting, Tunisia default risks The Central Bank of Egypt appears to be pressing ahead with its shift toward a more flexible exchange rate regime, which should also increase the likelihood of Egypt securing an IMF deal. Elsewhere... 1st September 2022 · 8 mins read
Energy Data Response US Weekly Petroleum Status Report US commercial crude oil stocks fell last week for the third week running, despite another release from strategic reserves. We think commercial stocks will remain under pressure over the coming weeks... 31st August 2022 · 4 mins read
Energy Update A revived Iran nuclear deal would tie OPEC’s hands A revived Iran nuclear deal would quickly bring an additional 1mn bpd of crude oil production online, which would directly weigh on global oil prices. But the bigger impact would be to make it less... 31st August 2022 · 3 mins read
Commodities Weekly Natural gas and coal prices to stay higher for longer We’ve raised our near-term natural gas and coal price forecasts across the board this week to account for the recent slump in Russian natural gas exports to Europe, the likelihood that those exports... 26th August 2022 · 6 mins read
Energy Data Response US Weekly Petroleum Status Report US commercial crude stocks fell again this week, despite a chunky release from the strategic reserve. Elsewhere, there was a large weekly decline in implied product demand. It appears that the fall in... 24th August 2022 · 2 mins read
Commodities Weekly Natural gas price knows no bounds It was another week of soaring natural gas prices as LNG demand from Asia appears to have picked up and the energy crisis in Europe deepens by the day. Ultra-dry and hot weather across Europe is... 19th August 2022 · 6 mins read
Energy Data Response US Weekly Petroleum Status Report The large fall in US commercial crude stocks was mostly due to a renewed rise in exports. Implied gasoline demand rose for a second consecutive week, but this failed to lift prices amid growing... 17th August 2022 · 3 mins read
