OIL MARKET REPORT
A monthly premium report detailing key market factors and movements
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Latest
Given their maximalist demands and lack of trust in one another, delay and deadlock remain the more likely outcomes in the near term....
29 page report
New Normal?
Iran war enters its third month; markets recalibrate towards higher prices and elevated volatility, a 'new normal'.
16 page report
Force Ma-Jawbone
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