Media Coverage
Welcome to our Media Coverage page. Explore the latest appearances and insights from our analysts as featured in major media outlets, and stay informed with our expert commentary on the ever-evolving energy landscape.
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Dr Amrita Sen
Founder and Director of Market Intelligence
Brent crude dips below $60 per barrel for first time in 4 years
Financial Times - 10.04.25
“This is escalating, not de-escalating. Some of it will get negotiated away but a lot of it will not. I think we are looking at a much weaker global growth and global oil demand scenario, and that’s what’s getting priced in".
Kitt Haines
Head of Oil
Kitt Haines joined CNBC-18 to discuss the road ahead for crude amid the tariff war
CNBC-18 - 08.04.2025
“Nobody really knows how much these tariffs are going to stick, how long they are going to stick for, what levels they are going to stick for, if they get changed at all. I think that just creates a really bad environment in general for business".
Sabrina Kernbichler
Head of European Power
German Power Prices to Stay High as Link to Gas Seen Stronger
Bloomberg - 08.04.2025
“Renewables will still be able to cover a high proportion of German electricity demand, but fossil fuels, and increasingly gas-fired power generation, will still be needed to cover the last few kilowatt-hours, and will therefore set the price".
James Waddell
Head of European Gas and LNG
European Gas Set for Weekly Loss as Households Turn Off Heaters
Bloomberg - 28.03.2025
“Low European stocks on 1 April will mean a significant increase in Europe’s injection demand year-on-year, just to get back to stocks that broadly satisfy the continent’s binding storage targets".
Dr Amrita Sen
Founder and Director of Market Intelligence
Bloomberg Surveillance Podcast
Bloomberg Surveillance TV - 26.03.25
Dr Amrita Sen joined Bloomberg Surveillance to talk about uncertainty surrounding global energy prices in the coming months.
Livia Gallarati
Senior Oil Markets Analyst
Putin’s key demand is designed to inflict maximum damage on Ukraine
The Telegraph - 19.03.25
Livia Gallarati joined The Telegraph to discuss the growing impact of Ukrainian drone strikes on Russia’s oil infrastructure, highlighting how sustained attacks have led to a tangible decline in refinery output and disrupted global energy flows.
Dr Amrita Sen
Founder and Director of Research
Dr Amrita Sen joined Bloomberg: The Close to discuss her forecast for crude oil prices
Bloomberg: The Close - 17.03.25
"Banks are kind of talking about $50 to $60, we are more like $75 to $80 for the simple reason that, look, actually the macro fundamentals for oil look absolutely fine".
Jeremy Irwin
Senior Oil Markets Analyst
Impact of tariffs on North American crude market
BNN Bloomberg - 12.03.25
"There's a lot of macro headwinds and fear about demand slowing due to tariffs et cetera, but underneath the hood, oil fundamentals look quick supportive".
Dr Amrita Sen
Founder and Director of Research
"'Drill baby drill' is purely rhetoric. It hasn't led to any increase in US production, and we don't think it's going to lead to any increase in production".
CNBC - 13.03.25
Oil markets have been surrounded by bearish noise recently, with POTUS's calls for increased US production, Russian sanctions lifting and traders' fears of OPEC+ flooding the market. Despite market sentiment, the reality is that balances are supportive and stocks are drawing.
Kitt Haines
Global Crude Lead
Trump’s Energy Tariffs Are Set to Spark a Redrawing of Oil Flows
Bloomberg - 04.03.25
"If the duties endure, tariff-free Latin American oil grades from places like Brazil will start to head to the US in greater quantities, along with possibly more supplies from the Middle East".
Richard Bronze
Co-founder and Head of Geopolitics
Russian, Iranian oil supply to China rebounds as new vessels cash in on the trade
Reuters - 28.02.25
"More pressure from U.S. president Donald Trump on Iranian exports is expected to result in a slowdown of shipments to China and eventually force Iranian production lower over a number of months".
Dr Amrita Sen
Founder and Director of Research
India’s biofuel push a success, but green hydrogen remains costly
CNBC TV - 13.02.25
Dr Amrita Sen joined CNBC TV during India Energy Week to discuss India in the energy transition and the wider oil market.
Jianan Sun
China Energy Market Analyst
China Refiners Set to Resell US Oil Cargoes After Tariff Blitz
Bloomberg - 06.02.25
"Some regional light crude prices will be supported as a result. Murban and Libyan grades [are] among top options for May arrivals, with North Sea light grades and CPC as alternatives".
Dr Amrita Sen
Founder and Director of Research
Canada Oil Tariff ‘Massive Loss for US Refining,’ says Energy Aspect’s Sen
Bloomberg - 03.02.25
Dr Amrita Sen joined Bloomberg Surveillance to discuss the potential impact of President Donald Trump’s 10% tariff on crude oil from Canada, which she called “a boon for Asian refiners” and a win for a lot of the rest of the world.
Randy Hurburun
Senior Refinery Analyst
Trump's oil tariffs a boost for European and Asian refiners
Reuters - 02.02.25
"Asian refiners could get the competitive advantage because they have the equipment to run heavy crudes and are also in the midst of raising their run rates".
Livia Gallarati
Senior Oil Markets Analyst
Oil ticks up after hours on possibility of lower US tariff on Canadian oil
Reuters - 31.01.25
"Our base case has been that, if tariffs are announced, they will include a grace period for negotiations and that oil is likely eventually to be carved out from any tariffs".
Erisa Pasko
Natural Gas Analyst
Europe may need over 100 extra gas cargoes to refill shrinking stocks
Reuters - 22.01.25
"Europe will need to maintain high prices to continue attracting spot and divertible LNG supply away from Asia".
Natalia Losada
Oil Products Analyst
Global diesel prices spike as US hits Russia with new sanctions"
Reuters - 17.01.25
"Diesel [profit margins] are up following news on the sanctions, and we expect meaningful disruptions to Russian diesel exports".
Jeremy Irwin
Senior Oil Markets Analyst
"High-level estimates, we see half a million to a million a day of Russian Crude deliveries into the Asian market being disrupted"
BNN Bloomberg - 15.01.25
Jeremy Irwin, joined BNN Bloomberg to discuss anticipated developments in the oil sector.
Dr Amrita Sen
Founder and Director of Research
Cold wave sweeps across the United States, pressure on natural gas production pushes prices higher
Yicai - 11.01.25
Dr Amrita Sen joined China Business News to discuss the impact of the extreme cold wave sweeping across much of the United States on natural gas production.
Dr Amrita Sen
Founder and Director of Research
Jesse Jones
Head of North American Upstream
Trump will struggle to drive down oil prices
Financial Times - 09.01.25
In a recent op-ed for the Financial Times, Dr Amrita Sen and Jesse Jones explored the challenges President-elect Donald Trump faces in his quest to lower oil prices.
Dr Amrita Sen
Founder and Director of Research
Natural gas production under pressure from cold weather, says Energy Aspect’s Amrita Sen
CNBC - 06.01.25
Dr Amrita Sen, joined CNBC's 'Squawk Box' to discuss energy prices as January temperatures hit record lows.
Richard Bronze
Co-founder and Head of Geopolitics
OPEC+ wary of US oil output rise under Trump
The Express Tribune - 19.12.24
"This is a potentially difficult dynamic for both sides... OPEC+ has faced a big challenge from rising US production, which has reduced the group's influence".
Natalia Losada
Oil Products Analyst
Global diesel prices to rely on refinery closures for support in 2025
Reuters - 12.12.24
"For 2025, we are constructive on European diesel prices due to the capacity closures, still low forward margins that will keep utilisation levels relatively low, and a slight rebound in demand".
Sabrina Kernbichler
Lead Power Analyst
European Power Tops €1,000 as Weak Wind Drives Up Gas Generation
BNN Bloomberg - 11.12.24
"German wind generation is even lower than the already low forecast levels".
Richard Bronze
Co-Founder and Head of Geopolitics
Oil markets shrug off Assad’s overthrow
New York Times - 09.12.24
"There’s still a residual view that the oil market will be oversupplied next year... [but] the market will have to see it to believe it."
Dr Amrita Sen
Founder and Director of Research
Outlook for oil and energy markets
BNN Bloomberg - 04.12.24
Dr Amrita Sen, joined BNN Bloomberg to share her predictions for the oil and energy markets.
Dr Amrita Sen
Founder and Director of Research
"OPEC+ will not add to a surplus market"
CNBC - Capital Connection - 02.12.24
Dr Amrita Sen, joined CNBC’s Capital Connection to discuss a roll over of current cuts by OPEC+. ahead of the group’s meeting on Dec. 5.
James Waddell
Head of European Gas and LNG
Gazprombank sanction “workaround” likely to keep gas flowing
Montel News - 28.11.24
"There is too much supply at risk for there not to be a workaround or for the US to carry out the sanction".
Livia Gallarati
Senior Oil Markets Analyst
"How does OPEC+ plan for 2025 considering compliance issues?"
Gulf International, Energy Podcast - 20.11.24
Can geopolitical risk to oil supply infrastructure in Europe and Mideast keep Brent oil prices averaging closer to $75 than $70 through the end of the year?
Jeremy Irwin
Senior Oil Markets Analyst
Oil output in Canada is expected to rise until 2025
BNN Bloomberg - 13.11.24
"We're not seeing strong incentives to grow US production outside of the Permian, which still offers the best break-evens".
Luke Sherman
Senior Carbon Markets analyst
Carbon markets give environmentalists hope after US elections
Reuters - 13.11.24
Luke Sherman said the ballot result should give similar efforts elsewhere a boost.
"There's a bit more social acceptance than we have previously assumed"
Jesse Jones
Head of North American Upstream
Trump return will slow, not stop, US clean energy boom
Reuters - 06.11.24
"Presidents can make a lot of noise about plans for U.S. oil and gas, but ultimately it's individuals and companies responding to prices of a global commodity that make the decisions on when to drill,"
Dr Amrita Sen
Founder and Director of Research
"OPEC always plays the long game"
CNBC - 05.11.24
Dr Amrita Sen, joined CNBC to discuss the outlook for oil as OPEC+ announced a one-month delay to the planned unwinding of voluntary production cuts.
Luke Sherman
Senior Carbon Markets Analyst
Washington state vote a harbinger for wider carbon markets
Reuters - 01.11.24
"How ambitious they want to be could certainly be influenced by their perception of voter support or rejection of carbon pricing in Washington".
Dr Amrita Sen
Founder and Director of Research
LNG-fuelled trucking accelerates in Asia, denting diesel demand
Reuters - 23.10.24
"India will not have the same penetration rates as China but improved infrastructure has reduced inefficiencies already, and Indian diesel demand growth may have peaked as a result,"
"Given China and India have been the key diesel demand growth centres, the weakness in both augurs poorly for diesel cracks,"
Dr Amrita Sen
Founder and Director of Research
The energy market is very ‘jaded’ from trading geopolitics
CNBC Squawk Box - 14.10.24
"We need to see if there is an actual outage, that’s when the market is going to trade this".
Trevor Sikorski
Head of Natural Gas and Emissions
Cold reality stalks Europe’s looming heating transition
Montel News - 21.10.24
“The sectors in ETS 2 mostly have as their main decarbonisation pathways something to do with power...So every time you reduce emissions in ETS 2, you’re lumping them into the power sector, which is covered by ETS 1.”
David Seduski
Head of North American Gas
Texas natural-gas pipeline eases bottlenecks, paves way for higher shale output
Reuters - 18.10.24
"Matterhorn will help unlock higher Permian oil output...Most of the Permian's estimated 2025 oil-production growth would be unfeasible without more gas pipeline capacity."
Jianan Sun
China Energy Market Analyst
China Oil Imports Slowed in September on Weak Margins, Repairs
Reuters - 18.10.24
“We expect Chinese crude imports to hold around 11 million barrels a day through the fourth quarter”.
Samer Mosis
Head of Fundamentals
Europe’s new normal: High energy bills, fading industry and one chance to fix it
Politico - 10.09.24
"Germany is clearly the laggard in economic activity or performance in Europe right now, In the long term, it really brings into question the country's position in the global industrial order.”
Livia Gallarati
Senior Oil Market Analyst
Israel's Iran retaliation looms over oil markets
BNN Bloomberg - 09.10.24
"The market has been absolutely focused on what is going on in the Middle East right now, and we have seen a significant increase in oil prices in the last week on the back of fears that the current tensions may escalate into infrastructure attacks on the energy side."
Samer Mosis
Head of Fundamentals
Oil prices sink on worries over Chinese demand
Financial Times - 08.10.24
“Given the lack of damage to refineries or upstream platforms, the hurricane will probably be net bearish for oil markets by hurting demand”.
Richard Bronze
Co-founder and Head of Geopolitics
Are the UK’s Russian financial sanctions working?
Parliament Live Tv
Richard Bronze provided evidence in the UK Parliament to a Treasury Select Committee inquiry, examining the impact of Russia sanctions and the oil price cap This session delved into the intricate world of international energy politics, with Richard shedding light on these critical issues.
- The complexity of the oil price cap and the enforcement challenges created by the growing shadow fleet
- The impact of Western sanctions on Russian energy revenues and efforts to shift Russian trade into alternative currencies
- How effectively OFSI is implementing UK sanctions and how it compares to the OFAC in the US
- The possible impact on LNG markets and gas prices of sanctions on Russian LNG currently being considered by the EU
