Form follows structure

How geopolitics and policy are reshaping energy fundamentals.

This market insight examines the key drivers behind recent volatility in global energy markets, exploring how geopolitical events, economic shifts, and policy changes are shaping the outlook for oil, gas, and refined products into 2026.

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• Why crude oil prices are under pressure despite Russian supply risks and how market sentiment is shifting. 
  
• The outlook for Atlantic basin gasoline and diesel markets through winter and into summer 2026. 
  
• How global refining margins have reached multi-year highs and what could drive them lower in Q1 2026. 
  
• Key macroeconomic developments, including delayed US economic data and the likely Fed rate cut. 
  
• Bullish and bearish factors shaping European and North American natural gas prices and inventories.
  

Originally released to subscribers as part of our Energy 360 service, which provides a comprehensive cross-market analysis.

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