Daily Standup Top Stories Trafigura: Iran Sanctions Are Biggest Bullish Catalyst On Oil Prices February 26, 2025 Clark Savage Trafigura Head of Trading: U.S. foreign policy vis-a-vis Iran is the main upside risk for oil. Last […]
Trafigura Head of Trading: U.S. foreign policy vis-a-vis Iran is the main upside risk for oil. Last year, Trump pledged in his Republican National Convention speech to dramatically lower Iranian oil exports. On Tuesday, the […]
Data source: U.S. Energy Information Administration, Short-Term Energy Outlook, February 2025 Data values: Non-OPEC Petroleum and Other Liquids Production Note: The OPEC and OPEC+ data series reflect those countries participating in the OPEC+ agreement. OPEC members Iran, Libya, and […]
Daily Standup Top Stories Iranian Oil Exports to China are rolling February 19, 2025 Clark Savage Iranian crude oil flows to China have rebounded this month after a U.S. crackdown on shipments launched in late 2024 […]
Iranian crude oil flows to China have rebounded this month after a U.S. crackdown on shipments launched in late 2024 decimated them in January. In a last-minute push to sanction Iran, the Biden admin blacklisted […]
Daily Standup Top Stories Are President Trump’s Tariffs A Good Thing? And how does LNG play into his plan? by Stu Turley Read on Substack Moscow calls for joint Russia-US projects in the Arctic February […]
The Trump administration is intensifying its crackdown on Iranian oil shipments to China. Unlike his first term, Trump’s second presidency is actively using economic and geopolitical pressure. The Trump administration is targeting tankers, brokers, financiers, […]
Weekly Daily Standup Top Stories Pushback Begins Against Trump’s Oil Agenda February 9, 2025 Clark Savage West Texas Intermediate has been trading around $70 this week after posting two weeks of declines. The last time shale […]
Daily Standup Top Stories Iran Says Trump’s Maximum Pressure Will Fail to Drive Its Oil Exports to Zero February 10, 2025 Mariel Alumit The new U.S. Administration’s maximum pressure campaign on Iran will fail – again […]
The new U.S. Administration’s maximum pressure campaign on Iran will fail – again – and will not achieve its goal to drive the Islamic Republic’s oil exports to zero, Iran’s Oil Minister Mohsen Paknejad said […]
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