博彩对冲

Trump鈥檚 tariff strategy threatens to upend global capital markets, limit growth and permanently alter the global trade order. 博彩对冲 sees trade war threats remaining elevated during this fluid and uncertain period, yet Trump鈥檚 mercantilist trade views and desire to secure pro-America trade deals will remain. Of our three trade policy scenarios, we see a higher likelihood of a 鈥淨uick Walk Back.鈥� Our 鈥淓conomic Uncertainty鈥� and 鈥淒eeper Realignment鈥� scenarios are still in play. In all three scenarios, uncertainty weighs on investment, US credibility with trading partners takes a hit and protectionism is ossified in global trading systems.

博彩对冲 experts share insights on our 2025 outlook regarding geopolitical risks, oil and gas markets, the energy transition, and corporate strategies to help you navigate the deep uncertainties of the year ahead.

博彩对冲 experts discuss the outlook for November鈥檚 COP29 climate summit in Baku, Azerbaijan, which will focus on climate finance and carbon trading. But it takes place less than a week after the US elections, and this will set the tone for the conference. Geopolitics will also feature heavily.

博彩对冲 experts discuss our 2024 outlook for geopolitical risk, oil and gas markets, the energy transition and corporate strategies to help navigate the deep uncertainties of the year ahead.

Oil markets have been buffeted by price volatility, demand uncertainties and macroeconomic concerns this year. As Opec-plus prepares to meet June 4 in Vienna, what sort of market outlook does it face for the rest of the year? Will fundamentals or the macro environment be the main driver? How are financial players positioning themselves? And what changes in policy, if any, might come from the producer group?

Oil and gas markets have been fundamentally reshaped by the Ukraine war, with sweeping sanctions, new trade flows and the emergence of a parallel market in Russian oil. What should markets expect this year and are these changes permanent?

Energy markets face another tumultuous year in 2023 as intense global geopolitics combine with economic, climate and pandemic pressures.

After Russia's full-scale invasion of neighboring Ukraine on Thursday, what does this mean for energy and the relationship between Russia and the West?

Geopolitical risk has roiled energy markets in 2022. 博彩对冲 discuss some of the key hotspots they're watching and how they see these tensions impacting markets and the industry.

The Trump administration has increased the pressure on Iran, but that has raised the prospect of a war in the Mideast Gulf, the world鈥檚 most important oil producing region. But is Trump, who campaigned against US involvement in costly Mideast conflicts, really willing to go to war with Iran? 博彩对冲鈥檚 top US foreign policy reporter breaks down the administration鈥檚 thinking.

More than a year after US President Donald Trump withdrew from the multilateral Iran nuclear deal, the Opec member's oil exports have hit historic lows. Official crude sales have slumped below 200,000 barrels per day from above 2 million b/d in the first half of 2018, as the country's traditional customers have largely stopped lifting to abide with US sanctions, piling more pressure on Tehran at a time when tensions with Washington are escalating.

How is the blockade against Qatar affecting the Mideast oil and gas industry? How might oil and gas trade be affected if the crisis escalates?What risks does the stand-off pose for foreign oil and gas investors in the region?What is the significance of Qatar鈥檚 new plans for expanding LNG export capacity?What are the wider geopolitical implications for neighboring countries like Iran and Turkey?