Markets

OIL PRODUCTIONS NEWSFLASH
OPEC+ Navigates Oversupply, Capacity Quotas, and Aramco Price Cuts 
The OPEC+ alliance is heading into a crucial meeting grappling with two simultaneous pressures: the near-term threat of a swelling global supply surplus and the thorny internal challenge of setting realistic long-term capacity quotas.
November 29, 2025
REFINERY CRUDE PROCUREMENTS
Global Sanctions Against Russia Drive Oil Market Bifurcation and Refinery Turmoil: Case Studies NIS, Nayara, Yulong, Bin Son
The global oil market is experiencing a profound transformation, with Western sanctions against Russian entities directly driving a bifurcation of the global oil trade.
November 28, 2025
OIL PRODUCTIONS NEWSFLASH
US Crude Production Hits Record, but Market Data Goes Dark 
The US oil market is sending contradictory signals to analysts: production is climbing to fresh highs, but a key component of market clarity—accurate export data—has vanished due to a US Census Bureau funding lapse.
November 28, 2025
OIL PRODUCTIONS NEWSFLASH
Guyana-Suriname Basin Becomes Global Oil Hotspot: Record Output, Revised Terms, and Delayed Boom
The Guyana-Suriname Basin has rapidly transformed into one of the world’s most crucial offshore oil provinces, yet the two nations are experiencing booms at different paces.
November 28, 2025
CRUDE TRADES
Deep Sanctions Discount: Russia Reprises India Trade and Holding on Ties with China and Japan
The latest round of US sanctions on major Russian producers, including Lukoil and Rosneft, has created a dual impact across global energy markets.
November 28, 2025
OIL PRODUCTIONS NEWSFLASH
Divergent Spending Strategies: ADNOC Spends Big, Aramco Divests Assets, and Petrobras and Ecopetrol Squeeze Budgets
The world's major National Oil Companies (NOCs) are employing highly divergent capital strategies in late 2025.
November 28, 2025
FEATURE OF THE WEEK
The Great Crack Spread
In Nov. 2025, global refiners' profitability has soared to multi-year highs.
November 24, 2025
FUTURES WEEKLY RECAPS
Crude Oil Futures (Nov. 17-21, 2025): Geopolitical Tensions and Oversupply Concerns Drive Volatility
The crude oil futures market saw significant volatility in the week just passed, driven by geopolitical shifts and persistent oversupply concerns.
November 23, 2025
FORECASTS
Global Oil Price Trends at the Crossroads of Supply Glut and Geopolitical Spike
The near-future outlook for oil prices is dominated by a fierce
November 23, 2025
CRUDE TRADES
US Sanctions Reshape Global Oil Trade: India's Compliance Pivot and the Scramble for Alternative Crude
The latest US sanctions targeting top Russian oil producers, Lukoil and Rosneft, have successfully forced a rapid, global shift in crude sourcing.
November 22, 2025
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