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ENERGY INTELLIGENCE NEWS
Indian Oil to Add 350,000 b/d of Refining Capacity by 2026
Indian Oil will add 17.5 million tons of refining capacity from three expansion projects in the fiscal year 2025/26, company officials said.
Wed, Apr 30, 2025
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Adnoc Seen as Frontrunner for Shell’s South Africa Assets
Tue, Apr 29, 2025
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Tue, Apr 29, 2025
OIL MARKETS BRIEFING
Russian Exports: Crude Shipments Steady, Products Rebound
Mon, Apr 28, 2025
JET FUEL INTELLIGENCE
New Mideast Refineries Reshape Global Fuel Markets
Fri, Apr 25, 2025
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Oil Prices Fall as US-China Trade Anxiety Builds
Crude futures fell to two-week lows on Tuesday as the lack of progress toward trade negotiations between the US and China casts a pall over markets.
Tue, Apr 29, 2025
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ENERGY INTELLIGENCE NEWS
Enterprise Sees Scant Tariff Impact on US LPG Exports
Tue, Apr 29, 2025
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Offshore Drillers Remain Upbeat Despite Falling Oil Prices
Tue, Apr 29, 2025
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Trump's Trade War Continues to Hammer Prices
Beijing has denied trade talks are taking place as the Trump administration brings more chaos to the markets.
Fri, Apr 25, 2025
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PETROLEUM INTELLIGENCE WEEKLY
India Renews Push to Attract Mideast Energy Investors
Thu, Apr 24, 2025
PETROLEUM INTELLIGENCE WEEKLY
Oil Balances Hinge on Range of Tariff Scenarios
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Weekly Monitor: Oil Market Has Enough Supply For The Demand Backdrop
Oil Market Balance Pictures With Further Risks Lurking
Mon, Apr 28, 2025
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US-Iran: Nuclear Talks Gain Momentum, But Risks Remain High
Thu, Apr 24, 2025
OIL MARKETS RESEARCH
Weekly Monitor: US Supply Set to Feel Effects of Turmoil
Mon, Apr 21, 2025
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Opec-Plus
OIL MARKETS RESEARCH
Opec-Plus Monitor: Special Update - An Accelerated Unwinding
Opec-plus’ decision to speed up supply additions in May primarily reflects internal dynamics, particularly frustration with chronic overproducers Kazakhstan and Iraq. Despite the group’s stated rationale of increasing output on the back of a “healthier” market outlook, we see oil fundamentals as increasingly bearish. The group will release an extra 411,000 b/d in May instead of the planned 135,000 b/d. It hopes a new, front-loaded schedule for “compensation cuts” will mitigate the impact. Our soundings indicate that of eight members due to release extra volumes in May, only two would do so once compensation cuts are factored in.
Mon, Apr 7, 2025
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ENERGY INTELLIGENCE NEWS
Oil Prices Slide as Kazakhs Cast Doubt on Opec-Plus Compliance
Oil futures sold off on Wednesday as prices were jostled by comments interpreted as casting doubt around Kazakhstan’s future commitment to Opec-plus quotas.
Wed, Apr 23, 2025
ENERGY INTELLIGENCE NEWS
Prague Ends Russian Crude Reliance
The Czech Republic has successfully ended its Russian crude imports after completing a critical expansion of the Transalpine Pipeline.
Tue, Apr 22, 2025
ENERGY INTELLIGENCE NEWS
IMF Cuts Mideast Outlook Amid Global Trade War
The IMF revised down its Brent crude price forecast for 2025 and cut its 2026 price projection for the benchmark.
Tue, Apr 22, 2025
OIL MARKET INTELLIGENCE
Overview: Shake-Up of Global Trade, Security, Finance Hurt Oil
Benchmark futures contracts confirm the pessimistic outlook by flipping into contango in early 2026, an indication of an oversupplied market.
Mon, Apr 21, 2025
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ENERGY INTELLIGENCE NEWS
Oil Prices Fall as Demand Worries Mount
Oil futures sold off again on Monday amid persistent economic uncertainty and concerns for oil demand growth.
Mon, Apr 28, 2025
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ENERGY INTELLIGENCE NEWS
China Considers US Ethane Tariff Exemptions: Sources
The move to lift tariffs on US ethane, but not LPG, crude oil or LNG, possibly reflects China’s dependence on the world’s only large-scale ethane exporter.
Fri, Apr 25, 2025
PETROLEUM INTELLIGENCE WEEKLY
Marketview: Dollar Drums
The depreciating value of the US dollar is making importing oil much cheaper for many countries, limiting the blow to oil demand and the tariff war.
Thu, Apr 24, 2025
ENERGY INTELLIGENCE NEWS
Oil Prices Sag Amid Tepid Trading Volumes
Progress in the US-Iran talks and macroeconomic worries helped pressure crude futures lower on Monday.
Mon, Apr 21, 2025
OIL MARKET INTELLIGENCE
Balances: Steep Uncertainty Follows Strong First Quarter
The first quarter turned out much tighter than thought thanks to a demand boost in China and supply disruption in the US.
Mon, Apr 21, 2025
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ENERGY INTELLIGENCE NEWS
Russia-Iran Gas Deal Edges Forward Despite Headwinds
Iran’s ambassador to Russia says 90% of the issues have been resolved around a mooted Russian piped gas deal to Iran — despite skepticism of its viability.
Wed, Apr 16, 2025
ENERGY INTELLIGENCE NEWS
BP Chair Feels Investor Backlash in AGM Protest Vote
Helge Lund, who is set to leave the company next year, survived a sizeable shareholder rebellion at the UK major's annual meeting.
Thu, Apr 17, 2025
ENERGY INTELLIGENCE NEWS
China Considers Power of Siberia 2 Route Bypassing Mongolia
Beijing is considering an alternative route for the Power of Siberia 2 gas pipeline from Russia that would bypass Mongolia, a Chinese diplomat says.
Tue, Apr 15, 2025
ENERGY INTELLIGENCE NEWS
China Hikes Tariffs on US Goods, Petchems to Suffer
The Chinese petrochemical sector — heavily dependent on US feedstocks — is facing particular headwinds from the escalating US-China trade war.
Fri, Apr 11, 2025
PETROLEUM INTELLIGENCE WEEKLY
Energy Takes Center Stage in Trump Trade Talks
Energy, particularly LNG, has emerged as a central topic in negotiations as governments in Asia and Europe try to head off threatened steep US tariffs.
Thu, Apr 17, 2025
WORLD ENERGY OPINION
What the European Commission's CSRD Cut Means
The EU plans to simplify sustainability reporting rules, aiming to reduce burdens, while preserving ESG objectives and strategic benefits.
Mon, Apr 14, 2025
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Our experts are experienced in oil markets analysis, trading, investment and forecasting, and have worked as energy sector investors, sell-side equity researchers, and commodity analysts on Wall St, as well as holding senior roles in government energy departments, and leadership positions in the IEA.
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For some time, the oil market has been focused on the supply side, including growing disruptions from the Russia-Ukraine war. However, ʶԳ 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
Tue, May 17, 2022
Oil markets have seen a hot start to the year, supported by both fundamentals and an escalation of geopolitical tensions. In this podcast, ʶԳ experts Abhi Rajendran, Amena Bakr and Colby Connelly explore the key drivers of today’s 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
Mon, Feb 14, 2022
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.
Thu, Nov 11, 2021
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Discover how sweeping tariffs are disrupting commodities, technology, and energy.