Energy 360 Digest: Scar tissue

Released for subscribers, the latest Energy 360 Digest provides essential insights on how interconnected market dynamics impact your strategic decision-making.


With this article you can:


  • Examine the complex interplay between crude oil market fundamentals and recent price volatility affecting global energy markets.
  • Understand how significant international trade policy shifts are reshaping economic outlooks across major energy-consuming regions.
  • Explore the strategic decisions behind OPEC+ production adjustments and their intended consequences for market stability.
  • Analyse the critical factors affecting compliance rates among key oil-producing nations and their impact on global supply balances.
  • Discover the surprising timeline challenges delaying critical production infrastructure and their market implications.
  • Compare historical US production growth patterns with current trends to understand fundamental shifts in development strategies.
  • Investigate how evolving basin economics and breakeven thresholds are influencing investment decisions across major producing regions.
  • Assess the technical constraints creating unexpected headwinds for production growth forecasts in key supply areas.



Download report

Please fill in your contact details to access the full insight.

Recent insights

Gas Quant Weekly - cover
August 22, 2025
Our Gas Quant Weekly provides detailed analysis of pipeline capacity forecasts and strategic flow patterns for gas traders in the Western region.
Metals Quant Weekly - cover
August 21, 2025
Discover how CTA flow-imbalance strategies in precious metals, offers profitable opportunities amid changing market regimes and volatility.
Macro Quant cover image
August 20, 2025
Explore how traders are navigating counter-seasonal volatility, Fed rate cut expectations, and the US dollar's decline against G10 currencies.