Our Insights:

We draw on more than 20 years of experience analyzing the global energy markets, with a special focus on Asia, to bring you the most comprehensive perspective, conveyed simply and succinctly. Choose from our daily, weekly and quarterly publications to suit your information needs.

Recent media interviews

Can the Iran-Israel ceasefire keep the oil flowing? (DW News, 24 Jun 2025)

Can the Iran-Israel ceasefire keep the oil flowing? (DW News, 24 Jun 2025)

“The entire world has a major stake in ensuring that global oil supply continues to flow through that waterway” (Ausbiz, 23 Jun 2025)

“The entire world has a major stake in ensuring that global oil supply continues to flow through that waterway” (Ausbiz, 23 Jun 2025)

Risks of a blockade in the Strait of Hormuz “remain absolutely minimalistic”: Vanda Insights (CNBC, 24 June 2025)

Risks of a blockade in the Strait of Hormuz “remain absolutely minimalistic”: Vanda Insights (CNBC, 24 June 2025)

Factors from Israel-Iran conflict to deeper forces shaping medium- and long-term volatility: OPEC policy, U.S. shale, energy transition, and more (Destructive Capital, 18 Jun 2025)

Factors from Israel-Iran conflict to deeper forces shaping medium- and long-term volatility: OPEC policy, U.S. shale, energy transition, and more (Destructive Capital, 18 Jun 2025)

What’s New