Oil markets time machine. Past, present and future
9 mins read time What can we learn about oil markets from the last ten years? The next decade. The final piece in our five part series on the future of oil and energy markets
Signals in the data. Oil prices, tea leaves and crude price direction.
5 mins read time What does the data say about future direction of crude oil markets. We look at OPEC spare production capacity, future volumes, spreads and production to consumption ratio.
Building a supply side model for crude oil
5 mins read time What factors would impact crude oil supply side equation in 2019? Russian non compliance, lower breakeven for US producers, higher production, restoration of disrupted supply in Libya and Kurdish Iraq. The list long.