Tag: OPEC

China and India Demand Remains Strong into 2025: Countering Oil Glut Fears with Robust Imports and Stockpiling

Clark Savage22

As global energy markets grapple with persistent warnings of an impending oil glut in 2025 and 2026, strong demand signals from Asia\’s two giants—China and India—are providing critical support to crude prices and challenging oversupply narratives. Despite forecasts from agencies like the International Energy Agency (IEA) projecting surpluses of up to 2-4 million barrels per […]

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OPEC+ Agrees to a 137,000 b/d Increase for December Followed by a 3-Month Pause: What It Means for Oil Markets and Investor Outlook

Clark Savage23

In a move that underscores the delicate balancing act facing global oil producers, OPEC+ has agreed to a modest production increase of 137,000 barrels per day (b/d) for December 2025, while simultaneously announcing a three-month pause on further hikes from January to March 2026. This decision, influenced heavily by recent U.S. sanctions on Russia, reflects […]

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Inside California’s Wildfire Fund: Who Really Pays the Price? – ENB Weekly Recap

Clark Savage24

Weekly Daily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine […]

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Banks Predict $50 Oil on Ukraine Peace — But Can We Believe Them?

Clark Savage21

Daily Standup Top Stories Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil’s Surplus Is Here—But What’s the Real Story? October 19, 2025 Clark Savage In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine conflict […]

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Citi Says Russia-Ukraine De-escalation Could Impact Oil to $50, and Oil\’s Surplus Is Here—But What\’s the Real Story?

Clark Savage24

In the volatile world of energy markets, headlines from major financial institutions like Citigroup often grab attention. Recently, Citi analysts suggested that a potential de-escalation in the Russia-Ukraine conflict could drive oil prices down toward $50 per barrel, accelerating an already emerging supply surplus. This comes amid reports of a \”billion-barrel flotilla\” signaling the long-awaited […]

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Oil Contango Grips 2026 as Trade Friction Fans Glut Worries – Or Not as OPEC+ may not be able to produce new quotas

Clark Savage19

As global oil markets navigate a complex landscape of supply increases, geopolitical tensions, and economic uncertainties, a notable shift has emerged in the futures curve for 2026. West Texas Intermediate (WTI) crude timespreads for several months in 2026 have slipped into contango, reflecting growing concerns over potential oversupply. This development comes amid OPEC+\’s efforts to […]

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