Energy

11 February 2016

Oil’s Geopolitical and Economic Connection

The price of crude oil resumed its slide this week, falling below US$29 a barrel and approaching the 12-year low reached last month. The International Energy Agency is warning oil’s fall has further to go. So what factors suggest the...

10 February 2016

Nuclear Decommissioning could Leave Taiwan with a Power Shortage

The newly elected Taiwanese government led by President Tsai Ing-wen and the Democratic Progressive Party (DPP) will be faced with significant challenges in energy policy. Most urgently, viable replacements for Taiwan’s ageing fleet of nuclear reactors must be found. The...

3 February 2016

Strong-Arming Russia Over Oil

When Saudi Arabia led an OPEC decision to end a restraint put on oil production in November 2014, it marked the beginning of a new era in oil economics. It has given us a tumbling oil price, prompted huge losses...

28 January 2016

Coping with Low Oil Prices

Oil prices have tumbled to new lows in 2016. Slowing demand and a glut of supply has made the oil market incredibly bearish. However, while prices have halved over the past year, the number of mergers and acquisitions has most...

27 January 2016

Energy Sector Fans, Don’t Despair

Oil inventories will continue to rise, but the momentum is slowing.  The following are some observations as to how we got here and how we're going to get out. 9 reasons why oil has taken so long to bottom: 1. OPEC...

26 January 2016

The Oil and Equity Relationship in Context

Equities and oil continue to be moving in the same direction.  During the first few weeks, they were moving down together and now up together.  It is frustrating for asset managers.  Large cap and small cap stocks are moving together...

25 January 2016

Weighing in on Oil in 2016

Oilprice.com recently spoke with Carl Larry, Director of Oil and Gas at Frost & Sullivan, a consultancy that conducts research on oil and gas markets, to get his thoughts on the state of oil in 2016. Oilprice.com: I saw that...

19 January 2016

Oil, Politics and a Paradox

The price of oil keeps moving in one direction – down. Even political tension between Iran and Saudi Arabia (historically a cause of price rises) has not stopped the drop. It may come as a surprise to some, but it...

15 January 2016

Middle East Dominoes are Falling

The rift between Saudi Arabia and Iran has quickly ballooned into the worst conflict in decades between the two countries. The rift between Saudi Arabia and Iran has quickly ballooned into the worst conflict in decades between the two countries....

22 December 2015

Reforming Your Way Out of an Oil Price Crush

It has been a turbulent year for oil. Prices were strong in summer 2014, before plummeting in the second half of that year. After a modest stabilisation in early 2015, they dropped even further and are now more than two...

18 December 2015

Reindeer or Oil: Santa Decides

Every year around the world, hundreds of millions of children wait anxiously for Santa Claus to arrive and bring presents and good cheer. But what if Santa never came? What if this year the reindeer all fall ill, perhaps due...

11 December 2015

Is the Syrian Mess Solvable?

Business is business, so why not buy oil from ISIS. The Russians claim the Turks are doing it, and in all likelihood, even Assad is buying it. No one can fight a war without oil, according to Robert Bensh, partner...

10 December 2015

Not Inconsequential Strippers Also Under Pressure

With OPEC breaking down and any kind of coordination among its members on price cuts looking increasingly unlikely, it now appears that oil prices could remain below $50 a barrel for a year or more. As producers confront this unpleasant...