Without Geopolitical Risk Oil Prices Fall On Supply Glut Oil – Fundamental Analysis Absent any new geopolitical risk premium, crude markets this week focused on supply-side concerns resulting in a steady stair-step lower. This was a continuation of the downtrend that...
Weekly Oil & Gas Commentary – October 10, 2025
Oil Markets Lessen Geopolitical Risk While Oversupply Concerns Remain Oil – Fundamental Analysis Crude prices fell to the lowest levels since the first week in May as geopolitical risk factors lessened and as another large gain in oil inventories was reported. The...
Weekly Oil & Gas Commentary – October 3, 2025
Oil – Fundamental Analysis Oversupply concerns dominated crude markets this week as prices fell more than -7% week-on-week, completely reversing what had been an over-buying situation into one of over-selling. The OPEC+ group’s decision to continue to increase output...
Weekly Oil & Gas Commentary – September 26, 2025
Oil – Fundamental Analysis After a period of consolidation, crude prices moved steadily higher this week right through the $64/$65/$66 per bl. levels but have now breached a key technical indicator that signals they have gone “too high, too fast”. The geopolitical...