Analysis Markets ‘Bot traders’ defy Opec and determine the price of oil Oil has been trading at its lowest levels in a year, posing a severe challenge to Opec in its efforts to impose a floor on prices. But analysts say that speculative financial players are also driving price determination, alongside traders who study the fundamentals of supply and demand. Opec has voiced frustration at what it […] September 20, 2024, 3:24 AM
Opinion Oil & Gas Opec’s no-win situation on oil prices There’s not much that the quota-bound bloc members can do for now September 17, 2024, 3:53 PM
Opinion Oil & Gas Opec+ weighs which cards to play as options narrow To have the desired effect of raising revenue, prices would have to hit $100 a barrel September 16, 2024, 11:55 AM
Opinion Oil & Gas US Fed cuts will not prevent an oil-price crash in 2025 A range of factors are conspiring to cause a crude catastrophe September 16, 2024, 9:01 AM
Oil & Gas IEA cuts oil demand forecast as Chinese economy stalls Rapidly slowing Chinese economic output is the primary driver of falling global oil demand, the International Energy Agency has said, as it cut the forecast in its monthly oil market report. The Paris-based energy watchdog has trimmed its 2024 oil demand growth outlook by 70,000 barrels per day, or around 7 percent, to an average […] September 12, 2024, 12:57 PM
Oil & Gas Opec trims oil demand outlook again Opec has reduced its oil demand forecast for 2024 for the second consecutive time, but it remains optimistic despite bearish markets. The oil producers group said on Tuesday that it was revising down world oil demand by 80,000 barrels per day to about 2 million bpd “reflecting data received so far this year”. It also […] September 10, 2024, 2:10 PM
Oil & Gas Opec+ delay to output rise fails to rejuvenate oil price The decision by Opec+ on Thursday to postpone its oil output hike until December has failed to pump up the markets, where the sentiment remains bearish. While Opec+ still holds sway over global balances, it is running out of options to stabilise prices, analysts said, as the share price of Aramco, the world’s biggest producer, […] September 6, 2024, 10:03 AM
Oil & Gas Opec+ to ‘delay oil output hike for two months’ Opec+ has agreed to delay a planned oil output increase for October and November after crude prices hit their lowest in nine months. A statement on the oil producer group’s website said: “The eight participating countries have agreed to extend their additional voluntary production cuts of 2.2 million barrels per day for two months until […] September 5, 2024, 5:00 PM
Opinion Oil & Gas October presents Opec+ with a quandary The oil group wants to bring barrels back to the market but it could bow to global uncertainty September 2, 2024, 1:57 PM
Oil & Gas Opec cuts forecast for oil demand growth Lacklustre growth in the Chinese economy has caused Opec to trim its bullish forecast for growth in international oil demand this year. The oil producers’ group said on Tuesday that it was cutting its expectation for growth in demand by the world economy by 6 percent, or 135,000 barrels per day (bpd), to 2.1 million […] August 13, 2024, 9:02 AM
Economy Saudi Arabia’s GDP falls as revenue tightens Saudi Arabia’s economy contracted in the second quarter of 2024 as non-oil activity slowed amid retail pricecutting. However, the end of oil output cuts next year could give the country’s coffers a much-needed boost. The General Authority for Statistics said in its latest report this week that real GDP fell 0.4 percent compared to the […] July 31, 2024, 12:50 PM
Opinion Oil & Gas Oil traders’ view from the beach is not entirely sunny There's a lot to think about over the summer, from luxury handbags to China's economy July 29, 2024, 2:32 PM
Banking & Finance PIF appoints investment chief as it shifts focus to local projects Saudi Arabia’s Public Investment Fund has appointed a head of investments as it seeks to manage funding challenges for the giga-projects at the centre of the country’s economic transformation programme. Fahad AlSaif will be responsible for “guiding the development of PIF’s overarching investment strategy” and helping the fund’s leadership in its decisions, a statement said. […] July 24, 2024, 12:59 PM
Economy IMF lowers Saudi growth forecast over oil output cuts The International Monetary Fund has lowered its forecast for economic growth in Saudi Arabia by almost an entire percentage point, as cuts in oil production continue to weigh heavily on the kingdom’s economy. In its World Economic Outlook Update, the IMF reduced its forecast for Saudi GDP growth to 1.7 percent for this year, down […] July 17, 2024, 8:56 AM
Oil & Gas ‘Huge’ oil discovery could change the game for Kuwait Kuwait has announced a significant discovery of light oil and associated natural gas in its offshore Al-Nokhatha field. The state-owned Kuwait Oil Company (KOC) – a subsidiary of Kuwait Petroleum Corporation (KPC) – reported on Sunday that the field, located east of the Kuwaiti island of Failaka, holds approximately 2.1 billion barrels of light oil […] July 15, 2024, 11:23 AM
Oil & Gas Upturn for manufacturing tipped to lift oil prices Rising manufacturing activity worldwide is likely to support higher oil prices in the second half of the year, a supply chain indicator suggests. However, analysts have warned that spare capacity among Opec+ and other oil producers is likely to ease upside pressure on crude prices. The GEP Global Supply Chain Volatility Index hit 0.21 in […] June 21, 2024, 4:49 AM
Oil & Gas Upstream oil and gas ‘needs more annual investment’ Annual capital expenditure for exploration and production in the upstream sector of the oil industry needs to increase by 22 percent by 2030 because of growing demand and cost inflation, experts say. A cumulative $4.3 trillion needs to be invested between 2025 and 2030, according to a report by the International Energy Forum (IEF) and […] June 14, 2024, 2:11 PM
Oil & Gas Opec and IEA poles apart on oil supply predictions Opec and the Paris-based International Energy Agency (IEA) have this week both issued reports with vastly differing predictions for the outlook for global crude production in the coming years. However, the opposing organisations agree on one thing: that China will be the determining factor in production and prices this year. In its latest annual medium-term […] June 12, 2024, 12:11 PM
Oil & Gas Deal for Iraq oil via Turkish pipeline coming ‘soon’ A deal is expected soon for Iraq to resume oil exports via a pipeline to the Turkish port of Ceyhan on the Mediterranean coast. The Iraqi oil ministry, Kurdistan’s Ministry of Natural Resources and international oil companies met on Sunday in Baghdad to discuss resuming production and exports, said Iraq’s oil minister, Hayan Abdul Ghani. […] June 10, 2024, 1:10 PM
Economy Saudi Arabia GDP contracts but non-oil growth rises Saudi Arabia’s economy contracted by 1.7 percent year on year in the first quarter of 2024 due to ongoing oil production cuts, but non-oil growth was up 3.4 percent in the same period, according to adjusted figures released this week. Last week Opec+ agreed to extend its existing crude output cuts into 2025 in a […] June 10, 2024, 12:28 PM
Oil & Gas Crude market expected to recover after steep dive Leading analysts are anticipating a recovery in the crude market after prices tumbled following a decision by Opec+ to unwind voluntary output cuts, deepening a downward trend over the last two months. Two reports published this week forecast Brent’s return to levels around $85-$86 per barrel in the coming weeks and for the rest of […] June 7, 2024, 1:07 PM
Opinion Oil & Gas Opec+ meetings spring just enough surprises for the oil markets The phasing out of voluntary cuts begins this year – how will the speculators react? June 3, 2024, 1:43 PM