Daily Oil Fundamentals

It's All in a Day's Words

21 Jan 2026

It's All in a Day's Words

Well, it is that time of year again to recognise D-Day. No not that one, where thousands of lives were lost forming a bridgehead that threw over tyranny, the one in Switzerland where the powerful and the elite pontificate on grand matters and prescribe to, and chastise us on behaviour from the stairwells of private jets. But the only address worthy of tuning into at Davos will be that of the US President. Which Donald Tump turns up will determine the path of markets for the rest of the week until he once again outshines whatever words used with the next set of outrage. The stage is perfectly set for the Donald; the audience has been whipped up into a frenzy by his preceding bellicose and boorish attitude to the annexation of Greenland and his posts on social media are so inflammatory that one can only compare them with something from unmentionable regimes of the 1930s.

Daily Oil Fundamentals

Bluff or Not, It Might be Called

20 Jan 2026

Bluff or Not, It Might be Called

Whatever the rationale behind the US’s lust to own Greenland, whether national security, natural resources, geopolitical leverage, or bitterness over missing out on the Nobel Peace Prize, none of these would justify the takeover or annexation of the world’s largest non-continental island. Yet here we are, once again facing threats that have come in the usual form of import tariffs imposed on those European nations opposing Mr Trump’s desire to acquire Greenland. Countries and markets have become accustomed to such ultimatums, but this time it might be different.

Daily Oil Fundamentals

A Star-Spangled Rodeo

19 Jan 2026

A Star-Spangled Rodeo

It may have only been a year since his inauguration, but the troubadour of trouble seems to have been walking these streets so long and singing the same old song of conflict that markets should be inured to a capricious President Trump. But his subject matter is so wide, and his fog-horned solutions so spiked with immeasurable consequence, that oil market participants can ill-afford to roll their eyes and dismiss him with a ‘whatever’.