Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Supply Tightness, Robust Demand Could Push Crude Oil Prices Into Triple Digit Territory

BOJ's Looser for Longer Stance Risks Pushing Yen To 155/USD

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Macroeconomics

<ul>
<li>OPEC meeting rescheduled by five days. What’s the big deal? Turns out that is. Brent crude prices tanked nearly 5% on the announcement.</li>
<li>Oil options turned sharply bearish too with the Brent crude put option volumes surging to 211,000 on Wednesday, the biggest volume on record.</li>
<li>OPEC majors are determined to keep oil prices trading in the range of $80-$100 a barrel. Given the infighting, don’t discount the possibility of this deal imploding.</li>
</ul>


OPEC meeting rescheduled by five days. What’s the big deal? Turns out that is. Brent crude prices tanked nearly 5% on the announcement.
Oil options turned sharply bearish too with the Brent crude put option volumes surging to 211,000 on Wednesday, the biggest volume on record.
OPEC majors are determined to keep oil prices trading in the range of $80-$100 a barrel. Given the infighting, don’t discount the possibility of this deal imploding.


Unpacking Implications of OPEC Meeting Postponement