(By Oil & Gas 360) – The global oil market remains focused on the immediate disruption caused by the Iran conflict, vessels trapped inside the Strait of Hormuz, reduced exports, tightening inventories, and volatile prices. Yet some of the industry’s largest players are increasingly warning that the bigger challenge may not be the current supply shock, but what happens after it.
(By Oil & Gas 360)- Global oil markets are no longer reacting to supply and demand; they are reacting to deadlines. With President Donald Trump declaring a final Tuesday deadline for Iran to strike a deal, tensions have entered a more binary phase: agreement or escalation. The ultimatum has raised the stakes not just diplomatically, but economically, as markets weigh
(By Oil & Gas 360) – Global energy markets are entering a more coordinated phase of response as governments move from watching volatility to actively preparing for intervention. The Group of Seven has signaled it is ready to take “all necessary measures” to stabilize oil markets as the Iran conflict continues to disrupt supply and push prices higher. The message
(By Oil & Gas 360) – Global oil markets are being reshaped in real time as geopolitical disruptions and shifting sanctions policies force buyers and producers to rethink long-established trade patterns. A recent U.S. waiver allowing limited purchases of Russian crude has helped keep some barrels moving into the global system, particularly into Asia. The move was designed as a short-term
(BOE Report)– Global oil markets faced multiple black swan events in 2025 – including the Israel-Iran war and Ukrainian strikes on Russian refiners – yet they were barely fazed. This calm may be the new normal in an era of energy abundance, even as the world becomes a more dangerous place. By any measure, 2025 was a chaotic geopolitical year,
Yahoo Finance LONDON – Global physical crude oil markets are weakening because of soft refinery demand and ample supply, traders and analysts told Reuters, in a move that could spell further weakness for benchmark crude futures. The weakness indicates high interest rates and inflation are depressing consumer and industrial demand, especially in Europe, at a time when supply is rising
World Oil (Bloomberg) – Global oil markets are on track for a sharp supply deficit of more than 2 MMbpd this quarter as Saudi Arabia slashes production, OPEC data indicate. Output from the Organization of Petroleum Exporting Countries tumbled last month as the kingdom implemented a unilateral cutback to shore up markets, according to a report from the group on Thursday.
World Oil (Bloomberg) –The U.S. government projected that the global oil market will become oversupplied and prices will fall by early next year, cooling expectations that the White House may tap the nation’s emergency reserves. Supply increases next year from OPEC nations as well as U.S. drillers will ultimately pressure prices lower. The U.S. benchmark crude will fall below $80
Reuters LONDON – Recovering demand as coronavirus lockdowns ease combined with output cuts by top producers could balance global oil markets as soon as June, some analysts and banks predict. “Bullish sentiment continues to gather momentum as we move closer to June, when … the global crude balance is set to reach net short territory, to the tune of a
