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As expected, Israel and Hezbollah announced a 60-day ceasefire agreement and plans to discuss a longer-lasting peace agreement. The oil market is assessing the new dynamics and how it impacts the...
Copper and other base metals slipped on Tuesday morning amid the strengthening dollar after Trump vowed additional tariffs Metals – Trump Vows More Tariffs US President-elect Donald Trump said in a...
Brent settled flat yesterday despite rising tension between Russia and Ukraine. Developments related to Iran’s nuclear program likely countered some of the geopolitical risk Energy – Iran Counters...
Oil prices increased yesterday due to supply outages and a weaker US Dollar. Meanwhile, despite Gazprom halting supply to OMV, Russian pipeline gas continues to flow into Europe as usual Energy –...
China’s finance ministry announced last week that it would end its export tax rebate policy for Aluminium, starting 1 December. LME aluminium prices surged as much as 8.5% on Friday following the...
European gas prices are trading at their highest levels since November last year on concerns that some Russian pipeline flows could be disrupted soon. Energy - European Gas Surges, US Gas Falls Most...
Natural gas prices in the US and Europe surged higher yesterday. Short covering in Henry Hub provided more momentum to the rally Energy - Natural Gas Strength, Oil Weakness Oil prices came under...
The complex came under pressure on Friday after the market was left disappointed with the Chinese government’s debt package Energy – European Natural Gas Rallies Oil prices came under pressure on...
Energy markets are trying to digest what a Trump presidency means for oil and gas prices. While the bulk of Trump’s policies are expected to be bearish for prices, the key upside risk is how the...
We expect oil and European gas prices to fall throughout 2025, with both balances looking more comfortable. The macro and geopolitical backdrop suggests there is more upside for gold OPEC+ Delayed...
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