Daily Oil Fundamentals

Markets In the Mood for a Deal

09 May 2025

Markets In the Mood for a Deal

An incredible testament to market and investor psyche has played out post the US/UK tariff deal. After months of a perceived trade war due to the tariff policies of Donald Trump’s White House, the first piece of ‘good’ news, as in a deal, seems to give visions of a vista where further global negotiations will be simple and a more harmonised trade environment and mutually pleasing outcome is achieved.

Daily Oil Fundamentals

US Oil Inventories are Stubbornly Low

08 May 2025

US Oil Inventories are Stubbornly Low

The three constantly moving parts that play the most salient roles in shaping sentiment are trade wars or macroeconomic considerations, if you will, which affect oil demand; the OPEC+ policy change, which foretells increasing supply, and geopolitics, which is as volatile and capricious as some global policymakers. Starting with macroeconomics and the perennial battle for global dominance, the market seems sceptical of the weekend’s US-China trade talks.

Daily Oil Fundamentals

Volatility in Government, Volatility in Price

07 May 2025

Volatility in Government, Volatility in Price

It is laughable when large cities of the world boast on having integrated transport systems as their citizens perspire to work in the gunnels of subway services, enjoy a train where the heads up display tells of one destination and the driver another, and roads are so narrowed for cyclists and buses that catching a taxi across a metropolis results in a dip into one’s savings.