博彩对冲

After a year of effective market management, a fairly innocuous Opec-plus meeting turned into a standoff over tapering cuts and extending the current deal through the end of 2022.

The year so far has seen oil prices rise, with Opec-plus support, but questions linger around demand鈥檚 ability to recover, given ongoing Covid-19 issues in key regions. Despite this, we remain optimistic about the prospects for further market rebalancing.

The year has started against a positive backdrop for equity markets, oil prices and expectations for a gradual demand recovery. While some of these may be supportive for the North American energy landscape, we continue to be cautious for several reasons ranging from limited capital to an incoming Biden administration and other factors.

After the US Presidential election and a wave of positive vaccine updates improving the macro backdrop, oil prices have been buoyed with Brent nearly touching $50/bbl. Demand continues to face uncertainties over the next few months, and Opec-plus remains a critical bridge to supporting oil markets until consumption can fully normalize. While the group鈥檚 discussions over the last several months have gone fairly smoothly, it faces a tougher balancing act ahead.

Opec and its non-Opec partners are facing a unique mix of oil supply and demand side challenges that will make the alliance's market rebalancing efforts a lot harder in the short term -- and might force the group to extend existing cuts into 2021, rather than rolling them back as planned in January. Tune in to listen to our experts discussing the imminent and longer-term challenges for the market, the impact of US elections, and Opec-plus internal dynamics and deal outlook.

Oil prices were able to quickly recover to $40+/bbl as we thought, but the next leg promises to be more challenging. In the face of ongoing demand struggles, the role of Opec-plus in withholding supply remains critical.

The coronavirus-driven downturn has triggered a significant shakeup in the North American energy market. Our latest analysis indicates both a short-term impact, as well as longer-lasting structural changes to both supply and demand. Please join us to discuss 博彩对冲's outlook, as well how the November US election may impact the sector.

Opec-plus faces a tricky balancing act. The group's global supply pullback has helped support oilmarkets and bolstered prices. But even as the market outlook has improved, it remains highly uncertain due to macroeconomic risks and possible Covid-19 second waves.

The global supply pullback led by Opec-plus has helped support oil markets, sent reeling by the Covid-19 pandemic. While the group鈥檚 recent discussions have gone fairly smoothly, it could well face a tougher balancing act ahead in the fall and beyond. 博彩对冲 experts discuss group compliance, dynamics between Saudi Arabia, Russia and others and the outlook for the current deal.

For some time, the oil market has been focused on the supply side, including growing disruptions from the Russia-Ukraine war. However, 博彩对冲 is focused more on growing demand-side risks, including the very real possibility of a global recession. Please join experts to explore our latest outlook.Hosted by: Ahbi Rajendran, Head of Global Oil/North America Research. Panelist: Julien Mathonniere, Senior Oil Markets Correspondent/Analyst

Oil markets have seen a hot start to the year, supported by both fundamentals and an escalation of geopolitical tensions. In this podcast, 博彩对冲 experts Abhi Rajendran, Amena Bakr and Colby Connelly explore the key drivers of today鈥檚 market, and what to expect from Russia/Ukraine, Iran, Opec-plus and other variables through 2022. Hosted by: Abhi Rajendran, Head of Oil/Downstream/North America Energy Research. Panelist: Amena Bakr, Chief Opec Correspondent, Deputy Bureau Chief DubaiColby Connelly, Senior Analyst, Research & Advisory

Increasingly strained oil markets have multiple factors to navigate heading into the winter, including a US-Opec-plus faceoff over prices, Iran negotiations and high gas/LNG/coal prices boosting demand. Our oil markets experts discuss these variables and our outlook ahead into 2022.