Markets

CRUDE TRADES
Historic Deal Resumes Iraq-Kurdistan Oil Exports, Adding 230K b/d to Market
A major, two-and-a-half-year supply disruption in the global oil market has ended, with Iraq, the Kurdistan Regional Government (KRG), and Turkey agreeing to resume oil exports via the Iraq-Turkey pipeline starting on Sat., Sep. 27.
September 26, 2025
CRUDE TRADES
Iraq-Oman Pipeline Deal May Offer Iran New Sanctions Evasion Route as US Targets Chinese Buyers
Iran is escalating its oil sanctions evasion through a proposed Iraq-Oman pipeline deal, which analysts fear will offer a new route to disguise and export crude to China.
September 26, 2025
CRUDE TRADES
US Pressures India Cut Russian Oil Imports to Secure Trade Deal, But India Wants Iran/Venezuela Waiver
The US is pressuring India to abandon its purchase of discounted Russian oil, making it a prerequisite for securing a vital trade deal.
September 25, 2025
FEATURE OF THE WEEK
Good News & Bad News
There is no better illustration of the US oil sector's global relevance than its strong export performance.
September 22, 2025
FUTURES INSIGHTS
(2) Geopolitical Tensions and Economic Signals Shape Oil Prices in the Week of Sep. 15-19
The oil market this week was a tale of competing narratives, with prices buffeted by the push-and-pull of geopolitical tensions and evolving economic fundamentals.
September 21, 2025
FORECASTS
Move under Our Feet: Global Oil in a New Era of Shifting Dynamics and Volatility
The global oil market is undergoing a significant and potentially permanent shift, characterized by a fundamental change in supply and demand centers, coupled with increased geopolitical influence.
September 21, 2025
OIL PRODUCTIONS NEWSFLASH
OPEC's Internal Strife and Geopolitical Maneuvering amidst a Shifting Oil Market
OPEC+ delegates are meeting to address the highly contentious issue of updating members' production capacity estimates, a process that will determine new baselines for 2027.
September 21, 2025
OIL PRODUCTIONS NEWSFLASH
Divided Fortunes in South America: Booming Producers vs. a Declining Petro-state
South America has become a focal point of global oil production growth, driven by three key nations: Brazil, Argentina, and Guyana.
September 21, 2025
CRUDE TRADES
Geopolitical Squeeze: Trump's Russian Oil Ban Divides NATO and Reshapes Global Energy
US President Donald Trump has called for
September 21, 2025
OIL PRODUCTIONS NEWSFLASH
European Majors Drive Middle East and African Energy Development Amid Global Expansion
Over the last decade, major European energy companies have intensified their focus on the Middle East and Africa, launching multibillion-dollar projects to reshape their global portfolio.
September 21, 2025
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