Since Iran sent missiles into Israeli territory last Tuesday night global oil markets have been focused on the risk of attacks on Iranian energy infrastructure. Oil prices rallied over $10 quite rapidly reversing previous sharp declines and commentators have a wide range of price forecasts. This note tries to summarize a few of the potential… Continue reading Iranian oil in the cross-hairs: Physical, Cyber or Sanctions attacks? Potential Impact on oil and other markets
Tag: oil
Saudi Arabia: Inward Focus as Global Oil Demand Remains Sluggish
With global oil demand growth slow, Saudi Arabian authorities are pulling assets from abroad, unlocking assets from the national balance sheet and prioritizing local development projects to support growth. Looking ahead, the outlook will stabilize as the macro hit from the past production cuts eases, but prolonged higher interest rates and prioritization of local projects… Continue reading Saudi Arabia: Inward Focus as Global Oil Demand Remains Sluggish
Some thoughts on Russian oil Price Cap and oil markets
At the beginning of December, the oil price cap and the EU bans on transporting Russian oil hit the one year mark. This was rightly “commemorated” with a lot of analysis about the limited effectiveness of the cap and Russian energy sanctions, particularly since mid 2023 when prices rose with OPEC+back in the drivers seat.… Continue reading Some thoughts on Russian oil Price Cap and oil markets
Ziemba Insights 