博彩对冲

The oil market needs to rebalance, says 博彩对冲 economist Julien Mathonniere, but Iran seeking sanction relief on its crude could add another complication for Opec-plus. And prices may have to linger longer in the $60s per barrel to boost demand and give non-Opec-plus supply time to decrease.

Tue, Apr 22, 2025

Julien Mathonniere, oil market economist at 博彩对冲, said that current crude prices were partly influenced by optimism about US-Iran talks, but heightened fears of a US recession will increase pressure. He indicated that prices will more likely remain within the $65-68 per barrel range in the second quarter, amid the uncertain global economic outlook.

Mon, Apr 21, 2025

The global oil demand outlook remains subdued, and crude prices are unlikely to return to $80 per barrel in the foreseeable future, Julien Mathonni猫re, told Anadolu.

Sat, Apr 5, 2025

博彩对冲鈥檚 Julien Mathonniere says the US has two goals: keep oil prices low and completely phase out Iran鈥檚 influence in Syria. One way to have both is to stop Kurdish oil from being smuggled by truck to Iran and instead return it to the global market to increase supply and keep prices low; hence, the US pressure on Iraq to resume pipelined Kurdish oil flows to Ceyhan. Syria only produces 90,000 b/d and it remains unclear how it will pay for crude supply without Iran backing, nor how much repair its derelict oil infrastructure needs before things get back to normal.

Sun, Feb 23, 2025

According to Julien Mathonniere, an oil market economist at the London-based 博彩对冲 Group, this week鈥檚 price increases were driven by the uncertainty in the markets.

Sat, Feb 22, 2025

Sanctions is the key issue to watch, says Julien Mathonni猫re, oil markets economist at 博彩对冲. Opec-plus will probably priotiize cohesion, its biggest strength and can probably find a way to cushion any tougher US sanctions against Iran if they happen. But Saudi Arabia could be seen taking US side if it increases production and will be attentive to Russia鈥檚 position.

Fri, Feb 21, 2025

In this special bonus episode of Sparta Market Outlook Podcast, host Rachel Williams welcomes guest Julien Mathonni猫re, Oil Market Economist at 博彩对冲, along with Sparta鈥檚 Neil Crosby and Philip Jones-Lux, to discuss key macroeconomic indicators, the energy transition, and long-term oil demand trends through 2025 and beyond. Topics include the peaking of diesel demand, China鈥檚 rapid transition (e.g., LNG trucks, EV adoption), and India鈥檚 growing demand amid policy and sanction risks.

Fri, Feb 21, 2025

Jaime Concha, editor at 博彩对冲, is interviewed by Asharq Bloomberg about the state of European gas markets following the halt of Russian gas flows through Ukraine, a colder-than-expected winter season and dwindling underground storage levels.

Thu, Jan 9, 2025

As Russian gas supplies through Ukraine come to a halt, Moldova is left grappling with an energy crisis. Former Moldovan Deputy Prime Minister Nicu Popescu and energy expert Jaime Concha join Roger Hearing to discuss the country鈥檚 options and the impact on the wider energy market.

Tue, Dec 31, 2024

Should the yuan become an international reserve currency, Julien Mathonni猫re, an oil market economist at the London-based 博彩对冲 Group, said it will make it impossible for China to have a trade surplus as it is now.

Mon, Sep 30, 2024

While Goldman Sachs notes that the spreads between oil futures reflect a lower-than-fair value for oil, Julien Mathonniere, an oil analyst at 博彩对冲, believes that markets are focused on future rather than current fundamentals, expecting and pricing a supply surplus in 2025.

Tue, Sep 24, 2024

博彩对冲 economist Julien Mathonniere says that the markets are not out of the woods yet and expect a slowdown in demand in 2025. The salient part of the latest OPEC report is the decelerating oil demand growth, which clearly was one of the triggers of the last selloff.

Thu, Sep 12, 2024

Noah Brenner, Executive Editor, Operations, interviewed live on Asharq Bloomberg about oil price trends and the impact of supply/demand fundamentals as well as macroeconomic indicators on oil prices.

Thu, Sep 5, 2024

World Gas Intelligence editor Jaime Concha talk to Asharq Bloomberg about the effects on the European gas market of the non-extension of the Ukraine-Russia gas transit deal at the end of the year.

Thu, Aug 29, 2024

博彩对冲 economist Julien Mathonniere said that it is important for the oil market to focus on Libya, as it produces 1.2 million barrels per day of high-quality light, sweet crude. The impact of the Libyan oil outage on the markets depends on how long the outage lasts.

Tue, Aug 27, 2024

The decline in Brent oil prices is attributed to a combination of factors rather than a single cause, Julien Mathonni猫re, oil markets economist at 博彩对冲, told Anadolu, reflecting weaker global macroeconomic data and efforts towards a ceasefire in the Middle East.

Sat, Aug 24, 2024

博彩对冲 economist Julien Mathonniere says that China鈥檚 underwhelming oil demand is probably a more important focal point for the oil market, especially after Opec downgraded its bullish 2024 demand growth forecast because of that country鈥檚 weakness.

Thu, Aug 22, 2024

While the International Energy Agency (IEA) forecasts oil demand growth averaging just less than 1 million barrels per day for the current year; The OPEC group maintains its bullish position, forecasting demand growth of 2.2 million barrels per day. Julien Mathonniere, oil economist at 博彩对冲 shares his insights on the current state of the Oil Market, and strategies for oil traders and investors in hedging risks in the near term.

Tue, July 12, 2024

博彩对冲 economist Julien Mathonniere says that despite recent price declines, oil prices and the price structure are relatively well supported by summer driving and flying demand, especially in the US, and by better refining margins in Europe.

Tue, July 9, 2024

Noah Brenner, Executive Editor, Operations at 博彩对冲, speaks with Mohammed Selti on the growing impact of generative artificial intelligence on the power demand and grid stability and why the rapid rise we are seeing could slow down in the future.

Wed, June 26, 2024

博彩对冲 economist Julien Mathonniere says that OPEC+'s decision to extend production cuts has confused the market, which is not interested in pricing in future tightening and remains in wait-and-see mode. For prices to rise on a sustained basis, oil inventories need to start falling.

Fri, June 7, 2024

Jaime Concha, editor of World Gas Intelligence, discusses the potential ramifications of the recent spike in European natural gas prices due to an unplanned outage at a Norwegian gas processing plant.

Tue, June 4, 2024

Amena Bakr, senior research analyst at 博彩对冲, predicting that more shares will be listed in the coming years.

Thu, May 30, 2024

The energy crisis is the best thing that happened to Europe.鈥� A different opinion from 博彩对冲 oil market analyst Julien Mathonni猫re on the repercussions of the energy crisis on Europe.

• The energy crisis in Europe has been almost resolved and the situation will be better in the future
• Europe was able to replace about 80% of Russian gas
• 27% of electricity consumption in Europe comes from renewable energy sources

Fri, May 10, 2024

博彩对冲 economist Julien Mathonniere discusses Opec鈥檚 ability to bring supply back in H2 2024. The market鈥檚 focus has returned to the macroeconomics. There is a chance that OPEC+ will return some barrels in the second half of 2024, and this is not necessarily linked to the price of oil but to fundamentals.

Thu, May 2, 2024

博彩对冲 economist Julien Mathonniere says the risk premium has evaporated quickly because oil prices only respond to a material threat of supply disruption. There are only three crises in which it happened, and the premium did not deflate: the 1973 Arab oil embargo, the Iran-Iraq war, and the 1990 invasion of Kuwait.

Mon, Apr 22, 2024

Brent prices had a mixed reaction to Israel鈥檚 latest attack on Iran, prices climbed by 4% and then began to decline to around $86.5 as fears of escalation eased and there was no disruption of oil supplies.

博彩对冲 economist Julien Mathonniere says it is difficult to disentangle the threads of connection between the fundamental factors of oil and geopolitical tensions. The improvement in the situation in the Middle East could reduce oil prices by $1.5/bbl.

Tue, Apr 9, 2024

博彩对冲 oil market economist Julien Mathonni猫re said that oil prices could reach $95 but large Opec-plus spare capacity, ongoing non-Opec supply growth and only modest upside to demand outlook limit the upside.

Thu, Apr 4, 2024

According to Julien Mathonniere, an oil market economist at the US-based 博彩对冲 Group, a risk premium has returned to the oil market following the escalation in the wave of Ukrainian drone attacks on Russian refineries since March.

Wed, Apr 3, 2024

Julien Mathonniere, oil markets economist at 博彩对冲 reckons that this premium will probably fade quicker than expected, as it always does, because the market still has a large surplus of crude.

Fri, Mar 22, 2024

Iraq is seeking to boost its domestic natural gas sector and find alternatives to Iranian gas and electricity imports but has not made significant progress, Colby Connelly, a senior analyst at 博彩对冲 told AlMonitor.

Some optimism still prevails within the OPEC group, says oil economist Julien Mathonniere, despite a broad consensus among all forecasters that oil demand is set to decelerate in 2024. The main point of disagreement seems to be about how China鈥檚 economy will perform this year.

Tue, Mar 12, 2024

Oil markets economists Julien Mathonniere discusses how Aramco is still thriving and even dwarfing the US tech sector. The company has demonstrated its ability and agility in navigating a choppy, volatile price environment and to retain the attention of international investors.

Julien Mathonniere, oil markets economist at 博彩对冲 discusses the potential levels of higher global oil demand and the ongoing supply disruptions due to the war in Ukraine and the latest drone attacks on Russian refineries.

Mon, Mar 11, 2024

Global oil supply was not affected by the Red Sea tensions. The market has become more focused on fundamentals. OPEC supply reduction has supported oil prices globally. Current Brent prices are linked to a 1.3 million b/d supply deficit in Q1 2024.

Thu, Feb 22, 2024

Oil markets analyst at 博彩对冲, Julien Mathonni猫re, expects oil markets to remain within the range of $80 and $85 per barrel in light of the slowdown in global demand growth and the presence of surplus production capacity among some producers.

Tue, Feb 20, 2024

Jaime Concha, Editor of World Gas Intelligence, was interviewed live on Asharq News and Bloomberg about how will QatarEnergy's plans to sign new LNG supply agreements with European and Asian buyers will change the global gas and LNG market.

Tue, Feb 20, 2024

Jaime Concha, Editor of World Gas Intelligence, interviewed live on Asharq News and Bloomberg: Global natural gas prices are declining as a result of mild weather conditions and inventory levels in Europe and Asia.

Fri, Feb 9, 2024

Noah Brenner, executive editor at 博彩对冲, discusses BP鈥檚 latest quarterly earnings and reflects on the outlook for the British oil giant.

Tue, Feb 6, 2024

Noah Brenner, Executive Editor, Operations, interviewed live on Asharq News and Bloomberg: Geopolitical events are having a significant influence on daily fluctuations in oil prices but macroeconomic factors and trends in global supply are having a greater impact on price trends.

Mon, Feb 5, 2024

The oil market is currently going through a state of uncertainty. The news of the Middle East has faded a little, but the fire may be reignited again based on the United States鈥� reaction to the attack against its forces in Jordan.

Fri, Feb 2, 2024

There is no immediate oil supply issue and the market is not short of oil. The Red Sea is largely a container story for goods consumed in Europe but for oil and gas, there is a little more supply flexibility in the system.

Fri, Jan 19, 2024

Julien Mathonniere discusses the major trends that will shape the global oil & gas markets in 2024, including the latest trends in Middle East and Africa. Global oil demand will normalize while gas markets should remain finely balanced, but some tail risks subsist. Production capacity is not a problem and Angola withdrawal won鈥檛 really change Opec calculations in 2024.

Fri, Jan 19, 2024

Oil prices have not reacted to the Houthi attacks in the Red Sea, contrary to common wisdom. If the situation drags on for longer there will be some impact on prices that might be passed on to consumers as vessel insurance costs have gone up.

Wed, Jan 17, 2024

It is not an encouraging start of 2024 for oil prices. Despite the decline in oil inventories, demand looks soft, supply is plentiful and prices remain stuck in the mid-$70 per barrel range. Demand is set to drop, the post-Covid rebound is over and economic pressures take their toll. The global economy is not yet done with inflation, and tail risks (geopolitics, chronic supply disruptions, trade frictions) still abound.

Wed, Jan 10, 2024

Julien Mathonniere discusses with Turkey's Anadolu issues that may impact the oil market in 2024: geopolitics, expected prices and global balances, and the importance of demand in Opec's supply strategy.

Tue, Jan 9, 2024

Demand grew by more than 2 million b/d in 2023 and will continue to grow in 2024, but at a much slower pace. Middle East disruptions have had no tangible impact on oil markets, and Red Sea disruptions are unlikely to be a key market driver in 2024. Geopolitics rarely are market-relevant beyond immediate knee-jerk reactions.

Mon, Dec 29, 2023

Energy markets are beginning to take notice of non-stop assaults on Israeli-linked shipping.

Sat, Dec 16, 2023

Concerns over global demand still fester, oil production outside Opec+ is rising and financial markets and traders are skeptical about Opec-plus supply management and less and less willing to disentangle the complex web of pledges made by Opec.

Tue, Dec 12, 2023

The threat of a big disruption to energy trade in the Middle East appears to bereceding, but the fog of war is casting doubt on projects in the region.

Wed, Dec 6, 2023

The demand forecasts from the International Energy Agency and Opec are on a collision course. Evidence that demand thrives seem to be lacking, market does not buy the large stock draw narrative and is nervous about inventories, and oil prices struggle to hold at levels that Opec would like to see.

Thu, Nov 16, 2023

Markets are not good at predicting risk, even when facts scream 鈥渃lear and present danger鈥�. The geopolitical risk premium in oil prices has been ebbing but the Ukraine precedent suggests that market should not be complacent about the Middle East situation.

Wed, Oct 25, 2023

The US dollar is on everyone鈥檚 minds, as are the actions of central banks. Due to the current state of the economy, we do not expect that an interest rate cut is imminent. Discussing how the US Federal Reserve policy is intersecting with Opec supply decisions.

Wed, Oct 4, 2023

Opec has been instrumental in turning the tide over the last few months and those deep deep supply cuts will keep prices buoyant. In this interview, we discuss oil prices, the softening Russian diesel ban, the gas and coal outlook and the latest update to the IEA net-zero scenario.

Mon, Oct 2, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by Asharq News and Bloomberg discussing oil markets.

Wed, Sep 4, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by Frontier Africa Reports discussing oil markets.

Thu, Aug 17, 2023

Abhiram Rajendran, Director of Oil Markets Research at 博彩对冲 live on Asharq News and Bloomberg discussing the oil markets.

Thu, Aug 17, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by Asharq News and Bloomberg discussing oil prices and OPEC+.

Sun, Aug 13, 2023

Abhiram Rajendran, Director of Oil Markets Research at 博彩对冲 live on Energy Quickchat discussing the oil markets.

Sun, Aug 13, 2023

Amena Bakr, Chief Opec Correspondent at 博彩对冲, joins Asharq News and Bloomberg to discuss changes in the flow of oil crudes around the world which has been happening since the Russia - Ukrainian War.

Tue, Aug 8, 2023

Amena Bakr, Chief Opec Correspondent at 博彩对冲, discusses the upcoming OPEC meeting and the impact of recent output cuts on oil prices.

Fri, Aug 4, 2023

Noah Brenner, Executive Editor, Operations, joins the panel live on CNN Connect The World with Becky Anderson discussing July's steep oil price gains.

Noah Brenner, Executive Editor, Operations, joins BBC Arabic to discuss the licenses for gas and oil extraction in the North Sea about to be issued by the British Government.

Abhiram Rajendran, Director of Oil Markets Research at 博彩对冲 live on Asharq News and Bloomberg discussing oil prices.

Mon, Jul 31, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by Asharq News and Bloomberg discussing the voluntary cuts by Saudi which pay off, though not completely.

Mon, Jul 17, 2023

Abhiram Rajendran, Director of Oil Markets Research at 博彩对冲 live on Gulf Intelligence Energy Markets discussing the oil market and US oil supply growth.

Tue, Jul 12, 2023

Amena Bakr, Chief Opec Correspondent at 博彩对冲, joins Asharq News and Bloomberg to discuss Russia announcing their commitment to cut exports by 500,000 bpd.

Mon, Jul 10, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by Asharq News and Bloomberg discussing OPEC cuts and oil prices.

Fri, Jul 7, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by i24 News discussing oil price cuts.

Oliver Klaus, Dubai Bureau Chief interviewed by CGTN discussing the long-term LNG purchase deal China has signed with Qatar that will allow Beijing to boost its energy security, while also providing a reliable source of income for Qatar.

Julien Mathonniere, Oil Markets Economist, interviewed by Asharq News and Bloomberg discussing the risk of unrest in Russia which may affect oil infrastructure, risk currently low.

Tue, Jun 27, 2023

Amena Bakr, Chief Opec Correspondent at 博彩对冲, joins the Daily Energy podcast panel to discuss the Market and Opec.

Fri, Jun 23, 2023

Rafiq Latta, Senior Correspondent at 博彩对冲, joins the Daily Energy Podcast panel to discuss market trajectory for the second half of the year.

Thu, Jun 22, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by i24 News discussing the Turkey delegations visit to Iraq for oil export talks.

Julien Mathonniere, Oil Markets Economist, interviewed by Asharq News and Bloomberg discussing why brent crude will not move above $100 because most forecasters lower their forecasts for the rest of the year.

Sat, Jun 17, 2023

Amena Bakr, Chief Opec Correspondent at 博彩对冲, joins Energy Frontiers Africa to discuss Opec and the increase in oil demand.

Fri, Jun 16, 2023

Abhiram Rajendran, Director of Oil Markets Research at 博彩对冲 live on Asharq News and Bloomberg discussing the increase in oil demand.

Wed, Jun 14, 2023

Noah Brenner, Executive Editor, Operations, joins the panel live on Al Jazeera Counting The Cost to discuss Saudi Arabia going it alone in cutting oil production by one million barrels a day.

Thu, Jun 8, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by Sky News Arabia discussing OPEC production cuts and oil prices.

Tue, Jun 6, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by Asharq News and Bloomberg discussing Opec+ and the latest cut.

Tue, Jun 6, 2023

Amena Bakr, Chief Opec Correspondent at 博彩对冲, joins CNBC live to discuss Saudi Arabia's bid to regain control over markets keeping traders on their toes.

Mon, Jun 5, 2023

Alex Schindelar, President at 博彩对冲 live on CNN discussing Riyadh slash to output by another one million barrels per day.

Noah Brenner, Executive Editor, Operations, joins the panel live on BBC Arabic to discuss the latest decisions from the Opec+ meeting.

Amena Bakr, Chief Opec Correspondent at 博彩对冲, joins CGTN to discuss the impact so far and potential for more energy deals in non-US currency.

Amena Bakr, Chief Opec Correspondent at 博彩对冲, joins Asharq News and Bloomberg to discuss OPEC+ and their quotas.

Thu, May 30, 2023

Amena Bakr, Chief Opec Correspondent at 博彩对冲, joins the panel to discuss Opec+ and their long game of managing and limiting volatility in the market.

Tue, May 30, 2023

Abhiram Rajendran, Director of Oil Markets Research at 博彩对冲 live on Asharq News and Bloomberg discussing global economic conditions.

Mon, May 29, 2023

Philippe Roos, Senior Reporter interviewed on oilprice.com discussing his analysis on the cost of generating electricity, also known as levelized cost of energy (LCOE).

Sun, May 28, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by Asharq News and Bloomberg discussing oil prices and a new production cut by OPEC.

Thu, May 25, 2023

Rafiq Latta, Senior Correspondent at 博彩对冲, discussing OPEC moves and the outlook for oil prices.

Tue, May 16, 2023

Amena Bakr, Chief Opec Correspondent at 博彩对冲, joins Asharq News and Bloomberg to discuss the uncertainty about the future of demand for crude oil and the pace of China's demand recovery.

Sat, May 13, 2023

Abhiram Rajendran, Director of Oil Markets Research at 博彩对冲 live on Asharq News and Bloomberg discussing the oil markets which continue to face incertainty.

Fri, May 5, 2023

Julien Mathonniere, Oil Markets Economist, interviewed by Asharq News and Bloomberg discussing the Opec step to reduce production which has not succeeded so far in raising oil prices.

Wed, May 3, 2023

Amena Bakr, Chief Opec Correspondent at 博彩对冲, joins the panel discussing OPEC, Cop28 and the energy transition.

Tue, May 2, 2023