December 10, 2017

Russia Cries Dyadya (Uncle), Is Saudi Arabia Listening?

Intensifying financial pressures on Russian energy companies, Saudis and their Gulf Arab allies might be tempted to decide to maintain pressure on prices and force Russia to absorb the cuts necessary to balance the global crude markets. Read More »

60 Reasons Why Oil Investors Should Hang On

Will oil market miss the coming wake-up call and instead deliver a severe supply disruption with skyrocketing prices and a political response along the lines of windfall profits taxes? Read More »

Will Oil Prices Rebound in 2016? Interview With Carl Larry

There is more risk of oil prices to the upside than there is to the downside during 2016. The average prices are expected to oscillate between $45 and $48 during the year. Read More »

What Happens if China’s Economy Has a Hard Landing?

If China does experience a hard landing, it will take years to correct the underlying structural causes and restore China’s economic reputation. Read More »

Saudi-Iran Confrontation Could Send Oil Prices to $250

Even though it remains a remote possibility, direct military confrontation between Saudi Arabia and Iran could well put oil back into triple-digit territory in short order. Read More »

Global Automotive Sales Within Reach of 90m Units in 2016

Incremental volume growth in the US and Europe is forecast to be solid but less spectacular, while on the other side of the balance sheet, further downside from Russia, South America and some big ASEAN car markets will be less of a drag on global volumes as their impact lessens, having already suffered severe market contractions. Read More »

Saudi-Iran Dispute Won’t Cause Lasting Oil Price Rally

In other words, global economic weakness and the glut in oil supplies will continue to weigh on crude. At this point, only tension in the Middle East is providing a bit of a lift to oil markets, but even that won't be enough to push up prices in any lasting way. Read More »

$10 Trillion Investment Needed to Avoid Oil Price Spike: OPEC

OPEC does not see oil prices returning to triple-digit territory within the next 25 years. The group expects oil prices to rise by an average of about $5 per year over the course of this decade, only reaching $80 per barrel in 2020. From there, it sees oil prices rising slowly, hitting $95 per barrel in 2040. Read More »

Is Pakistan’s Economy Out of the Woods?

The economic picture in Pakistan is not as bright as the government claims, but nor is it as dark as the critics suggest. Economic performance was mixed in 2015 and will in all likelihood remain mixed in 2016. The Pakistan economy is not in crisis, but it is not yet out of the woods. Read More »

How Far Can the Syrian Conflict Spiral Out of Control: Interview With Pelicourt

Is the dangerously unspoken theory that ISIS is a bulwark against Iran what's keeping the West from tackling the Islamic State wholeheartedly on its territory? With no nation that can control it, the threat is now out of control and a war of ambiguous targets is emerging. Read More »