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.
Download now to discover:
- 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.
Download report
Please fill in your contact details to access the full insight.
Recent insights
What was covered in the webinar: An introduction to Energy Aspects’ alternative data suite and the integration of data scientists with analysts to enhance market insights. An overview of LNG market developments , including the upcoming supply wave and the importance of tracking LNG trains individually for accurate market analysis. Explanation of proprietary construction monitor curves and their role in revising supply balances and identifying project delays, with examples of client demand for these as standalone products. Details on the construction monitor dataset , which tracks projects through to mechanical completion and provides both historical and under-construction asset data. Insights into the expansion of alternative data use cases, particularly for understanding gas demand and broader energy market trends. Webinar recorded on 18 November 2025.
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.
