Daily Oil Fundamentals

Investors Lose a Little Bit of Love for their Darling

28 Aug 2025

Investors Lose a Little Bit of Love for their Darling

There is a strange pall over the investment suites this morning and it comes mainly from Nvidia. The tech darling beat on earnings and revenue for the quarter and issued guidance for the current period that topped estimates. However, being the lynchpin to the ever-bulls in the US bourses, topping estimates is just not quite enough, results need to smash them time and again.

Daily Oil Fundamentals

Russian Supply Concerns Ease, Fed Under Siege

27 Aug 2025

Russian Supply Concerns Ease, Fed Under Siege

One can only guess why oil prices dropped relatively sharply while equities, bonds, and the dollar remained comparatively stable yesterday.

Daily Oil Fundamentals

No Signs of Peace

26 Aug 2025

No Signs of Peace

The two major driving forces behind investor sentiment have been, and are likely to remain, Russia’s war on Ukraine and the economic reverberations of the tariff war. Of course, the hostilities in Gaza equal, at the very least, the humanitarian tragedy unfolding in Eastern Europe. Yet, for now, there is no immediate threat to oil production, exports, or transport, the pragmatist concludes.