Archive

September 24, 2024
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Oil: Rolling The Barrel Down The Road

  • Opec+ has little choice in the face of persistent weak demand for oil other than to further delay the unwinding of its voluntary cuts. Even then, without a sustained geopolitical shock, Brent looks set to settle below USD70 per barrel until at least the middle of 2025.

By Alastair Newton

August 27, 2024
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US Politics: Kamalanomics

  • As Kamala Harris strives to sustain party unity we are unlikely to learn much more about her economic policies, despite investor concerns over what she has unveiled. The closeness of the election, coupled with Trump-related concerns, therefore ensures more market volatility ahead.

By Alastair Newton

August 19, 2024
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Revisiting Peak Oil

  • Significant differences over short-term prospects for oil demand become even more stark when considering the timing of ‘peak oil’.

By Alastair Newton

August 12, 2024
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Trade: Back To The Future

  • Although the escalation in international trade tensions would be more extreme under a second Trump administration, protectionism will continue to rear its ugly head worldwide, irrespective of the outcome of the US election.

By Alastair Newton

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