Markets

FORECASTS
Contrasting Market Forces: Managing the 2026 Global Energy Surplus
The global energy sector enters 2026 facing a dual-speed trajectory defined by a massive early-year supply glut followed by a projected late-year stabilization.
January 24, 2026
REFINERY CRUDE PROCUREMENTS
Strategic Significance for USGC Refiners: The Proximity-Profit Paradox in Venezuelan Crude
The US refining sector, particularly along the Gulf Coast, is strategically repositioning to absorb a surge in heavy Venezuelan crude following recent geopolitical shifts.
January 24, 2026
CRUDE TRADES
Asian Energy Realignment: Canada’s Strategic Crude Shift across the Pacific
Canada is fundamentally re-engineering its crude oil trade to mitigate extreme exposure to the US market, where nearly 100% of its fossil fuel exports have historically flowed.
January 24, 2026
CRUDE TRADES
Post-Maduro Transition: Reclaiming Venezuela’s Heavy Crude and Restructuring Global Trade
Following the capture of Nicolas Maduro on Jan. 03, 2026, the US has reasserted control over Venezuela’s energy sector, moving to dismantle the
January 24, 2026
OIL PRODUCTIONS NEWSFLASH
Side-benefits for Guyana: Venezuelan Oil Revival Helps Stabilize Politics and Propel Production Surges in LatAm
The capture of Nicolas Maduro on Jan. 3, 2026, by US forces has triggered a profound shift in South American energy geopolitics, transforming regional security from a state of
January 23, 2026
OIL PRODUCTIONS NEWSFLASH
North Sea Energy Outlook 2026: Strategic Crude Oil Discoveries Amidst Divergent Norway and UK Fiscal Landscapes
The North Sea energy sector in early 2026 is defined by a
January 23, 2026
CRUDE TRADES
How China Will Traverse the Collapse of Sanctioned Venezuelan Crude and Realign Imports
The U.S. military intervention in Venezuela on Jan. 3 and the subsequent
January 23, 2026
FEATURE OF THE WEEK
Nailing Jelly to a Wall
Predicting oil prices in early 2026 has become the industry equivalent of trying to nail a jelly to the wall.
January 19, 2026
FUTURES WEEKLY RECAPS
Iran Unrest and Geopolitical Volatility Rock Crude Oil Futures (Jan. 12-16, 2026)
The second week of Jan. 2026 was marked by extreme price swings in the energy sector as market participants weighed the threat of US military intervention in the Middle East against a backdrop of global supply gluts.
January 18, 2026
FORECASTS
Crude Awakening: Will the Fusion of US Output and Venezuelan Reserves End the OPEC Era?
The global oil market is facing a significant realignment as US President Donald Trump attempts to revitalize Venezuela’s oil sector, aiming to secure US control over the world’s largest crude reserves.
January 17, 2026
<<  Page 5  >>