Category: Crude Oil Intelligence

Through a Glass Darkly — Why OPEC Cuts Appear to Have Fallen Flat

When macroeconomic concerns cloud the oil market outlook so darkly that even bullish OPEC news fails to stem a selloff as seemed to happen

For OPEC, rising US crude exports have a silver lining

As OPEC meets on July 1, continued growth in US production may paradoxically no longer be the threat it once was for the producer

Old Middle East tensions flare up amid new market transparency

Further escalation of geopolitical tensions in the Middle East is raising oil-market concerns over supply risks, even as US sanctions appear to have already

As geopolitical risk flares in the Gulf, satellite monitoring reveals persistent glut

Mixed signals in the run-up to the OPEC meeting: geopolitical risk and backdrop of mounting demand risk. Against this confusing backdrop, market data gathered

Production Growth in the Permian Increased in June Despite Pipeline Congestion

The current pipeline constraints in the Permian have been caused by the booming production recorded since the crude oil price recovered in mid-2016. While

Iraq Set to Boost Oil Output after Bai Hassan Restart

Kayrros satellite surveillance shows that production has fully resumed at the Bai Hassan field in Iraq. The field is part of a complex of

The Oil Games 2: Fixing the Game

In the first episode of the Oil Games, we met the Players and discovered the Rules of the Game. A surprising takeaway from the

Why is Oil Building Up Along China’s Coast?

Crude oil floating storage in China’s Shandong province surged by 20 million barrels from late February to early April as an armada of supertankers

The Oil Games: Zweig’s Wisdom

It is perhaps obvious that there is a clear disconnect between the classical economic theory of the oil and gas markets and the reality