Join us on 29 January at 15:00 GMT (10:00 EST) for our 2026 Oil Market Outlook webinar, where you will hear our latest views on global crude and products markets.
Geopolitical tensions in Venezuela and Iran are firmly in the spotlight, setting the early-year tone for risk across global energy markets.
Following the US removal of Nicolás Maduro, Energy Aspects provided their outlook for oil supply and politics in the country and the wider region.
Explore 2026 oil market outlook with Yasser Elguindi and Dr Amrita Sen. Bullish demand, hidden trends, OPEC reserves, and key risks discussed in depth.
Despite vast reserves, Venezuela’s path to higher oil output is fraught with technical, financial and political challenges.
Crude prices face renewed pressure as markets anticipate heavy Q1 26 stockbuilds, with curves poised to shift into contango.
Explore our Energy 360 Market Insight analysing the drivers of global energy market volatility, oil, gas, and refined products outlook into 2026.
An introduction to Energy Aspects’ Alternative Data suite and the integration of data scientists with analysts to enhance market insights.
This article explores how companies like EQT and Kinder Morgan are positioning themselves amid global demand growth, and examines the impact of new pipeline projects
This featured analysis explores the impact of crypto mining, data centre expansion, and ongoing regulatory reforms.
Products, and diesel in particular, have been the biggest mover this week, with Atlantic basin diesel cracks and spreads surging on low inventories, refinery outages
The report explores the impact of Russian export risks, OPEC+ policy uncertainty, and shifting Asian crude demand on global oil balances and pricing.
Energy Aspects analysis suggests that it is possible to balance the market without US LNG shut-ins in 2029, but the situation remains precarious.
How Saudi Arabia has significant opportunities to develop low-carbon industrial activities, especially in metals and plastics, leveraging its energy.
Energy Aspects’ 2026 US Crude Trading Calendar. This essential resource helps market participants plan ahead with key US crude oil market dates at a glance.
EA’s Amrita Sen and Jeff Currie discuss oil’s outlook, tech bubble risks, demand drivers, market cycles, and the impact of spare capacity on energy prices.
Our experts covers everything from detecting macro-level risks affecting commodities to analysing diverse metals performance and accessing refined options metrics
Stay on top of market-moving dates with Energy Aspects’ free 2025 US Crude Trading Calendar. This essential resource helps traders, analysts, and market participants
This in-depth analysis explores how further cuts to 2025 Capex in Q2 25 earnings, the fall in the US oil rig count, rising gas-oil ratios in the Permian.
Our Gas Quant Weekly provides detailed analysis of pipeline capacity forecasts and strategic flow patterns for gas traders in the Western region.
Discover how CTA flow-imbalance strategies in precious metals, offers profitable opportunities amid changing market regimes and volatility.
Explore how traders are navigating counter-seasonal volatility, Fed rate cut expectations, and the US dollar's decline against G10 currencies.
Explore how macroeconomic data and inventory trends are shaping crude oil market positions, with insights into deferred timespreads and trading strategies.
Earnings for the big three OFS companies—Baker Hughes, Halliburton and SLB—
rebounded in Q2 25 to hit a combined $2.1 billion, a 40% increase over a torrid Q1 25.
Asian markets now show greater sensitivity to $10-15/MMBtu price changes, with a $1/MMBtu TTF price shift potentially changing demand by 1.82 Mtpa.
Oregon CFP credits have reached their highest point since October 2023, with a premium over California prices that's triggering significant market shifts.
Beijing’s plans to purchase up to 140 mb of crude between July 2025 and March 2026 in May. Potential market impacts through Q1 2026 and beyond.
How potential August heatwave conditions could significantly impact European power and gas markets. The comparative outlook against current market pricing.
This report examines the global refining outlook for 2025, forecasting stable margins with regional variations and shifting product balances.
Watch our webinar on the secrets of global LNG flows, and discover how Cargo Tracking can deliver key market insights by monitoring global trade flow trends.
Webinar on-demand: Israel-Iran conflict: Strategic targeting, energy impacts, and diplomatic breakthrough potential , "something bigger than a ceasefire".
We are excited to announce the acquisition of TankWatch, a leader in crude oil storage intelligence offering insights into crude oil inventories & reserves.
Energy transition a key topic in the fund; Amrita notes clear headwinds for Chinese growth, but another supercycle cannot be ruled out given weak investment.
President Trump’s unexpected “Liberation Day” tariff announcement on 2 April triggered one of the sharpest and most disorderly cross-asset adjustments.
Aspects experts examine the potential downside risks to non-OPEC conventional crude production if Brent averages $60/bbl over 2025-26.
Our Global Methanol Market Overview, released for subscribers last week, delivers a comprehensive and succinct analysis of price movements
The OilX Trader Tool translates high-frequency fundamental data into actionable trading signals, helping you anticipate market movements before prices react.
The IMO's surprisingly ambitious Global Fuel Standard could impose penalties of up to $10 million annually on LNG-powered vessels by 2030.
Energy Aspects' latest Crude Oil analysis examines the complex dynamics affecting Cushing balances and US crude exports through summer 2025.
Q1 2025 earnings for Baker Hughes, Halliburton, and SLB dropped by a third quarter-on-quarter, to a combined $1.7 billion, the first such decline since Q1 2024.
Energy Aspects is proud to announce that it has been named Commodity Research House of the Year at the Energy Risk Awards 2025.
Our latest Global LNG report on Qatar's North Field expansion projects uses our new proprietary construction curves and satellite imagery analysis.
Discretionary fund net-long TTF positions peaked at 369k lots on 7 February, declined by 30% after geopolitical developments triggered reductions.
OPEC+ meeting (5 December) to delay the unwind of the voluntary production cut through peak refinery maintenance—most likely by three months.
Drawdown constraints in late February cause position exodus, exacerbating the price decline. We are reducing our Permian gas production forecast by 0.2 bcf/d.
Our expert analysts shared their insights on the future of emissions pricing, projecting trends and expectations as we look forward to 2025 and 2026.
The North America Power Monthly Outlook gives you a comprehensive analysis of power market supply and demand fundamentals across North America.
The North America Power Insight delivers expert analysis of critical market trends, policy impacts, and supply-demand dynamics across North American power markets.
Amrita Sen and Jeff Currie discuses capex boom in Europe will rival anything any other country is seeing: tech, defence, infrastructure spending
The landscape for US LNG development is shifting dramatically in 2025, with rising costs threatening to derail several anticipated final investment decisions.
