OIL MARKET REPORT
A monthly premium report detailing key market factors and movements
Subscribe now
To subscribe to this series and more, please contact us.
Latest
Iran conflict enters its sixth week; markets increasingly discounting political rhetoric; long market prone to correction
16 page report
Hormuz, We Have A Problem
Iran strikes lift risk premium; heavy longs add upside on disruption risk, but correction looms if tensions ease.
16 page report
Tick Tock on the Geopolitical Clock
January 2026 saw a remarkably bullish start to the oil market, with Brent pushing above $70/bbl even as the prevailing consensus had...
16 page report
Pumping Venez-oil-a
Oil enters 2026 oversupplied and volatile: geopolitical shocks prop prices, but a looming crude glut points Brent toward a $50s norm.
29 page report