July 15, 2024
![2024-07-15 AN_head.png](https://static.heteronomics.com/images/2024-07-15_AN_head.2e16d0ba.fill-1080x607.png?Expires=1722059465&Signature=vYPcokPI7o5DaQ15iYNjpz1-Iq4lcQe3wEL2jYJeDeImZp5rGpKcbtsSzyuPqSaNXKM9dqLtG7AxBBWd3ccNb6xNFsan7PYVzXho6eop5T-gFt4B7jZW4D6LrgNy13vKuWZ7JDlgbGApgnUA~PgTHzvZxBNqQbiy0IA-C2C64Hrwdp0fqNAswtT~2gRT57yDCTQYMGICHLIeqjJLIpwB3QOOy1FCca7-POVSLxd~oGp-gnxXVexNjy-dl-9VSpOI~zr5PRMfOugTuDVLChe0v11xbY9QxkXBRMZbqBNJpUjNOym42uANwNqFr8Y31miEMQlauJG275g-4AYQ5dETkg__&Key-Pair-Id=K2NMLIS3J0RGKR)
Oil: An Unsustainable Uptick?
- The Opec secretariat’s bullish July forecast for oil demand is an outrider relative to the industry near-consensus, which is closer to the assessment of the International Energy Agency. Therefore, the recent uptick in the price of Brent crude should be treated with caution.
By Alastair Newton
April 24, 2024
![2024-04-24 AN_head.png](https://static.heteronomics.com/images/2024-04-24_AN_head.2e16d0ba.fill-1080x607.png?Expires=1722059465&Signature=eVtsX4XslqrsYGhIQfQ87QYl2e9NsBKBD4CgrkayYjxEGRggLm6kB6IgILZHTB5EVQFjALM34x~vAxf8DFPQRus6CBxxaY64RqeE--ecdh1wmVxFfXvsrG~4-uVLzSBLLfoM-nIr7rLoV-qgd7xnN-ibX0c~9aAGqOR1GdJp1Xj6ewHrpgDOhiDlxOgwwOgr-zJgC5Ls~teFC8lKrZf-9hond-nDH0920GULS4-4Q-j~c8Ki-TjK~P~KXvzbePGblHTxX-uH7rQUSQggjR6vEC8fa0n6ofSOC7Zf5i9BElMrhivco9y8~gGK06xZagAnow31CQlnZQMHp2ffUzEhag__&Key-Pair-Id=K2NMLIS3J0RGKR)
Oil: When The Facts Change…
- Changing ‘facts’ in the Middle East and more widely are making prospects for the price of oil even more murky, as is underlined by the wide range of forecasts among market analysts. What is clear, however, is that the escalation in Iran/Israel tensions has skewed risks firmly to the upside.
By Alastair Newton
March 25, 2024
![2024-03-25 AN_head.png](https://static.heteronomics.com/images/2024-03-25_AN_head.2e16d0ba.fill-1080x607.png?Expires=1722059465&Signature=098uJBjEJe9A7F4tf~x9vu58-Q~L5QaWDCp358xTogAegtkqzS2fOyH~b9XRMzx~a8mcayxZJ2hS5QUau10rHCLHJUcSc6s6jAVuuUuXJKBoBxAeF0aNG747Mgg5aqZyl-Fz8EHBoOQBVdY0biXm7R95rrJ4E-Iw0zTnZN3-4daKsKXQ~e3R1EQ6sW5t6USqUqRg1qBdpv7-Xm5ZHUx3IPCzfdnaa8fMZK52UR8H7cot39N8OlhrDmLmpzRpw70CBwaT8mx7pqPxfyLBbBdUKYKSYCljLbivK7f0lPwmnBDhg7HTJT9JTspiQmqAvbRacMLmL0r7jxWIDIXdDVbzuw__&Key-Pair-Id=K2NMLIS3J0RGKR)
Oil: A Fine Line
- The IEA’s recent shift in its 2024 supply/demand forecast closer to Opec’s is premised on relatively bullish estimates for the Chinese and US economies coupled with continued Opec+ discipline. None of these is a given.
By Alastair Newton
February 15, 2024
![SA.png](https://static.heteronomics.com/images/SA.2e16d0ba.fill-1080x607.png?Expires=1722059465&Signature=YcpugN~FvjmlT5EQBok6HKnS-0UqZm5J5IiT3s13bIWzFwiX2p7wZz7HV1Djxk4H6Ff8CNpHITZ3HdtiPtUjphcb4x3DzpT50fP13~TT5it1LvqYlnl9HT-hb3IHsW6s~eDxX987NC9tvC0JMOC7PW32X5eP7bxxlQF1zkMkiODyoU33jwR2L6-HVVfMyeqhY9unDkjVKrOK39CvQgO~XSCBiqBP5msEvDh5~jqfdeazmWp6zr5TKifCDJz17LVPeJcGXFl0lWOtxR2o47YmGOEVFMpiMxUaIpNRq0OqCKMImhXlkoN2nfkWm~vWjW8isjWgyJvoRd2ujrotZh6JIQ__&Key-Pair-Id=K2NMLIS3J0RGKR)
Saudi CPI Inflation 1.6% y-o-y (consensus 1.6%) in Jan-24
- Saudi CPI inflation increased to 1.6% y-o-y in January 2024, marking the highest growth since November 2023.
- Month-on-month, CPI inflation increased by 0.3% in January 2024, indicating a slight acceleration in price levels.
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