KNOW YOUR RISKS AND OPPORTUNITIES:

Macro analysis of the global oil markets to distill the evolving risks and opportunities for energy industry stakeholders and wealth managers.

BESPOKE RESEARCH AND ANALYSIS:

Case studies, research and analysis tailored to meet government policy as well as business needs. Specializing in market trends, commodity pricing, deregulation.

PAINTING THE BIG PICTURE:

Connecting the dots between fundamentals, economics, financial markets, regulatory and policy changes, demographics, geopolitics and more.

All News

An uneasy truce between Iran-Israel may be best-case scenario: Vandana Hari (Business Standard, 26 June 2025)
US asks China to stop Iran from closing Strait of Hormuz (BBC News, 23 Jun 2025)
What is the Strait of Hormuz and why is it so significant? (CNN, 23 Jun 2025)
Oil market gets fresh injection of uncertainty after US strikes Iran (Bloomberg, 22 Jun 2025)
India’s fuel exports face EU sanction risk amid West Asia oil crisis (Business Standard, 18 Jun 2025)
Trump’s “unconditional surrender” demand is widening Israel-Iran conflict (Energy News Today, 18 Jun 2025)
Oil extends rally as escalating Israel-Iran conflict stokes supply disruption fears (The Straits Times, 16 Jun 2025)
Iran-Israel conflict not to alter OPEC trajectory: Vandana Hari (ETNow, 16 Jun 2025)
Oil traders brace for turmoil as Iran crisis imperils supply (Bloomberg, 15 Jun 2025)
Oil prices spike as Iran strikes back at Israel (The National, 13 Jun 2025)
Global oil prices soar after Israel attacks Iran (BBC, 13 Jun 2025)
Oil prices end 2024 lower on expectations of market glut and slowing Chinese demand
India's Russia imports jumped ten-fold in 2022, bank says (BBC, 16 May 2023)
Energy markets could remain unsettled in 2023: Experts (The Straits Times, 2 Jan 2023)
OPEC+ will remain pre-emptive, says Saudi oil minister (Bloomberg, 21 Dec 2022)
How India navigates the oil slick -- All eyes are on the country as it has become the second-largest buyer of Russian crude after China but stayed away from the oil price cap coalition. (Hindu Business Line, 9 December, 2022)
Is OPEC + heading to cut production again? (attaqa.net, 29 November 2022)
OPEC+ supply cut could exacerbate inflation and hurt demand (attaqa.net, 11 October 2022)
Oil prices slide 1% after U.S. Fed raises interest rates (REUTERS, 22 September 2022)
Iran ready to slash oil prices to counter Russia's growing sales to China (THE STRAITS TIMES, 19 September 2022)
OPEC maintains 2022, 2023 oil demand forecasts (Engine.com,19 September 2022)
Opec+ opts to trim back production seeking ‘stable’ price territory for the short term (upstream, 07 September 2022)
Could Saudi's call for lower crude production lead to higher oil prices? (capital.com, 24 August 2022)
Oil steady as fears of imminent OPEC+ output cut fade (REUTERS, 24 August 2022)
US Oil Pours Into Asia as Buyers Go for Long-Range Flows (Bloomberg, 22 August 2022)
What an Iran nuclear deal would mean for strained oil markets (NIKKEI Asia, 22 August 2022)
Oil markets in search of a rudder as economy sends mixed signals (Houston Chronicle, 08 August 2022)
Windfall tax on oil producers will backfire in the long run (The Times of India, 19 July 2022)
June 17th crude sell-off a bit overdone: Vandana Hari (Hellenic Shipping News, 21 June 2022)
US, China decision to sell oil from reserves to have little impact on prices (Anadolu agency, 23 Sep 2021)
China’s Move to Curb Oil Prices Has Market Wary of More to Come (Bloomberg, 15 Sep 2021)
Investors may be 'too optimistic' about the oil market's recovery, energy analyst says (CNBC, 05 July 2021)
Crude oil futures flat as market eyes OPEC+ meeting, say experts (S&P Global Platts, 28 June 2021)
FOCUS: Sound fundamentals to ensure oil rally doesn’t run out of steam, say experts (Informist, 22 June 2021)
Oil prices steady enough for Gulf countries to focus on diversification, say experts (Arabian Business, 21 Jun 2021)
"Don't think OPEC+ wants crude to be much higher than $70": Vandana Hari
Abu Dhabi wants to revolutionise how Middle East oil is sold
OPEC, allies skate on thin ice as oil mkt awaits call on output (Informist, 3 March 2021)
Weak dollar is the only support for oil prices: Vandana Hari (CNBC, 2 Sep 2020)
Idled trucks have India fuel demand headed for five-year low (Bloomberg, 27 Aug 2020)
Price, not distance, will be the key to US crude purchases (Hindu Business Line)