Crude Prices Tank Despite OPEC+ Supply Cuts; Brazil to Join OPEC+
Related to the dispute between Angola and OPEC+ mentioned in this paper, Angola has announced that it has departed OPEC. Angola's oil minister...
991 Views
Energy Cable #50: Oil Back in Fashion
If the demand side starts to surprise it’s hard to see what’s in the way of an Oil rally here short term. The supply is at least playing ball now,...
328 Views
Hedge Funds Pushing into Commodities Markets
Hedge Funds Pushing into Commodities Markets Big trading houses like Glencore, Trafigura, Mercuria or Vitol are benefiting since years now from the...
282 Views
Global O&G Firms' Credit Quality Improves on Tighter Oil Markets
Oil spot prices have gained at a relatively stable pace since the start of 2024, with crude prices rising close to 19% year to date. Robust demand...
229 Views
EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
242 Views