U.S. Shale Oil Walks the Line

The energy transition is entering a more complex phase. Geopolitics, trade tensions and rapid technological change are reshaping markets, creating new risks as well as new opportunities. Demand is rising across clean power, electric vehicles and data centers, even as supply chain ...  Show more

The cost to build and run clean-power projects used to be heading in one direction: down. That story is now getting more complicated. Battery storage costs continued to fall last year, while most other technologies became more expensive. Yet comparing technologies is far from str ...  Show more

US equities could hardly consolidate gains they posted following the Wednesday’s softer-than-expected inflation data in the US, even as the producer price index printed the first monthly decline since April 2020. The barrel of US crude rebounded to $94 as the International Energy ...  Show more

With an eventful year for the oil market behind us, what are the factors that might influence the supply, demand, and ultimately the pricing of oil and gas in 2023?

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Welcome to Thoughts on the Market. I'm Martijn Rats, Mo ...

While the global oil market has seen a decrease in demand, supply issues are still prevalent, leaving investors to question where oil prices are headed next.

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Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan St ...

Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ...  Show more