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April 11, 2023
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Oil: Target One Hundred?

  • As is generally the case with surprises, markets have almost certainly overreacted to the latest Opec+ cuts in oil output, the timing of which probably owes more to Saudi/US tensions than it does to global economic prospects. Nevertheless, Riyadh may still be looking for USD100pb.

By Alastair Newton

March 01, 2022
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Oil: MENA gains at Russia’s expense

  • Whether the Ukraine crisis justifies the current outbreak of bullishness over oil remains uncertain. But what it almost certainly does is open new opportunities for the MENA region at Russia’s expense.

By Alastair Newton

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