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Download Full Report Here:: https://media.marketnews.com/MNI_Oil_Weekly_September_Oil_on_the_Water_Surges_2 8a7b51fe2.pdf Executive Summary: * September Oil on the Water Surges: Oil on the water levels surged in September to near record highs as a multitude of factors converged on the world's top producers - pushing more barrels onto the water. * Oil Markets: Crude front month has seen net gains so far this week after a smaller OPEC+ output rise for November than some prior reports had suggested. Crack spreads have regained some ground after falling into early October as concern for the impact of the partial Russia diesel ban eased. * Analyst Views: See oil market views and outlooks by key market names.
Oct-08 16:05Download Full Report Here:: https://media.marketnews.com/MNI_Oil_Weekly_Drone_Strikes_Showing_in_Russia_Flo ws_17cc465155.pdf Executive Summary: * Drone Strikes Showing in Russia Flows: Fears of notable sanctions on Russian oil have faded in recent weeks but Ukrainian drone strikes on its refineries are resulting in oil and oil product flow shake up's. * Oil Markets: Crude markets are under downward pressure as market focus switches away from geopolitical risks to excess supply concerns ahead an OPEC meeting this weekend. Diesel cracks have eased back after the European spread reached the highest since Mar. 2024 last week on Russia's ban on diesel exports for non-producers until the end of the year. * Analyst Views: See oil market views and outlooks from key industry names.
Oct-01 15:46Download Full Report Here:: https://media.marketnews.com/MNI_Oil_Weekly_Trump_Patience_Wears_Thin_on_Russia _Ukraine_238035ef58.pdf Executive Summary: * Trump Patience Wears Thin on Russia/Ukraine: After months of back and forth, Trump is increasingly signalling his lack of patience for a Russia Ukraine peace deal as he looks to leave the heavy lifting to Europe. * Oil Markets: Brent crude front month futures continue to hold within the $65.07/bbl to $69.53/bbl range this month under pressure from increasing global supplies amid ongoing risks to Russian exports. Diesel cracks remain strong supported by the potential for a partial Russia diesel export ban amid ongoing energy infrastructure strikes by Ukraine.
Sep-24 15:27Download Full Report Here:: https://media.marketnews.com/MNI_Oil_Weekly_OPEC_Quotas_Not_Translating_to_Expo rts_bebdccca06.pdf Executive Summary: * OPEC Quotas Not Translating to Exports: Oil markets would be expected to be in a more bearish position given OPEC+ cut unwinds this year but production commitments are failing to translate to barrels on the water and other key bullish factors support. * Oil Market: Crude holds gains this week but within a wider range with concerns for potential measures against Russia set against supply/demand fundamentals suggesting a surplus in 2026. Cracks spreads are extending recent strength after reports of further drone strikes on Russia refineries and supported by the seasonal decline in refinery runs. * Analyst Views: see oil market views and outlooks by key industry names.
Sep-17 15:13Research
Download Full Report Here: https://media.marketnews.com/MNI_Iranian_Crude_Flows_But_Risks_Grow_on_JCPOA_Co llapse_39bef02275.pdf Executive Summary: * The return of snapback sanctions on Iran in and of itself is unlikely to impact its oil exports. * Chinese buyers are likely to continue buying Iranian crude, using circumvention methods to obtain it. * The real risk to the collapse of the JCPOA is worsening diplomatic relations with Iran and the West. * An even more isolated Iran risks a renewed conflict with Israel, putting Persian Gulf oil flows in jeopardy. * Download Full Report Here: https://media.marketnews.com/MNI_Iranian_Crude_Flows_But_Risks_Grow_on_JCPOA_ Collapse_39bef02275.pdf
Oct-02 13:19Download Full Report Here: https://media.marketnews.com/Russia_China_Energy_Relationship_34ff4984b5.pdf Executive Summary: * As the west turned away from Russian, first in 2014 and then more forcefully in 2022, China has largely filled the void. * China has become a key ally for Moscow, and a reliable buyer of its oil and gas. * China's position as a customer of Russia and a key global trade partner makes Trump touted secondary tariff plans largely impossible. * The relationship is increasingly asymmetric, with Russia growing increasingly reliant on China, while the latter looks to maintain diversity in its energy suppliers.
Sep-15 16:00Download Full Report Here: https://media.marketnews.com/Israel_Iran_US_Conflict_Potential_Scenarios_29a30d c289.pdf Executive Summary: * US direct involvement is now the more likely scenario in the current Iran-Israel conflict. * Any US involvement is likely to provoke an Iranian response targeting US military infrastructure * Please see Pdf for potential scenarios and their relative likelihoods.
Jun-20 11:27Download Full Report Here:: https://media.marketnews.com/MNI_Commodity_Research_Political_Drivers_for_Energ y_June_9_15_8dd13a04f7.pdf Executive Summary: See key current geopolitical events driving energy markets June 9-15: * Sections covered: * US-China Trade Talks * US-Iran Nuclear Talks * Russia-Ukraine: Trump Reaction Could be Key * Iraq-KRG Oil Talks Worsening
Jun-09 12:19Natgas & LNG Analysis
Download Full Report Here:: https://media.marketnews.com/MNI_Gas_Weekly_Industry_Leaders_Mull_LNG_Market_Ou tlook_ad3c2e9c7c.pdf Executive Summary: * European Gas Benchmarks fell on easing geopolitical risk in the Middle East and China-US trade tensions. * Asia's LNG market saw their first weekly gains in a month, boosted by competition from Europe. * In the Middle East & Africa, Egypt is in talks to export up to two cargoes per month during winter. * Henry Hub has faced pressure from a mild weather forecast, outweighing a surge in feedgas demand. * In the Americas, Eni and YPF signed a technical FID on Argentina's LNG project. * See market views from industry leaders on gas markets.
Oct-15 11:29Download Full Report Here: : https://media.marketnews.com/MNI_Gas_Weekly_TTF_Rallies_as_JKM_Stumbles_5cf0c7f 235.pdf Executive Summary: * European Gas Benchmarks have rallied on colder weather forecasts and Ukrainian supply disruptions. * Asia's LNG market fell to a 16-month low last week as demand remains moribund. * In the Middle East & Africa, Egypt postponed delivery of 10 LNG cargoes in Q3 amid falling demand. * Henry Hub climbed to an 11-week high last week, driven by lower production and short covering. * In the Americas, LNG imports fell sharply in September.
Oct-08 11:51Download Full Report Here:: https://media.marketnews.com/MNI_Gas_Weekly_Supplies_in_Focus_Ahead_of_Heating_ Season_434e9f40db.pdf Executive Summary: * European Gas Benchmarks have fallen further amid healthy supply fundamentals and despite a cold spell. * Asia's LNG market is under continued pressure from muted demand and strong inventories. * In the Middle East & Africa, Egypt's fourth FSRU arrives. * Henry Hub has risen with the heating season approaching and LNG deliveries elevated. * In the Americas, Mexican billionaire Carlos Slim's Carso is set to Drill at Pemex's Ixachi field.
Oct-01 12:31Download Full Report Here: : https://media.marketnews.com/MNI_Gas_Weekly_EU_to_Accelerate_Russian_LNG_Phase_ Out_36f786cb25.pdf Executive Summary: * European Gas Benchmarks remain rangebound as returning Norwegian supply offsets Russian supply risks. * Asia's LNG market remains in the low $11s/MMBtu as key buyers sit on the sidelines. * In the Middle East & Africa, Egypt has exported a rare LNG cargo. * Henry Hub has lost further ground amid continued bearish storage builds. * In the Americas, a US LNG cargo has made the first Panama Canal transit in 5 weeks.
Sep-24 11:48Refinery Maintenance
Download Full Report Here:: https://media.marketnews.com/MNI_European_Refining_September_2025_fdd61484a8.pd f See highlights of key European refinery updates in September. See also key news from August with forward looking implication's for the sector:
Sep-25 13:45Download Full Report Here:: https://media.marketnews.com/MNI_North_America_Refining_Aug_Sep_2025_1f699b32e8 .pdf See key updates across the North American refinery system through August and September:
Sep-08 12:56Download Full PDF Here:: https://media.marketnews.com/MNI_European_Refining_July_7002e915a4.pdf See highlights of key operational refinery news in Europe through July.
Jul-29 14:28Download Full Report Here:: https://media.marketnews.com/MNI_North_American_Refining_June_2025_55f8e2289d.p df See overview of North American US refining sector for June and first day of July.
Jul-01 14:48Political Drivers For Energy
Download Full Report Here:: https://media.marketnews.com/MNI_Political_Drivers_for_Energy_Markets_Oct_13_19 _c726d2aba7.pdf Executive Summary: * As a tentative ceasefire enters force in Gaza, freight markets consider an eventual return of shipping transits via the Red Sea. * US-China tariff threats have returned amid new exports controls on minerals. * Ukraine and Russia continue to trade strikes on energy infrastructure
Oct-13 12:18Download Full Report Here: https://media.marketnews.com/Key_Political_Drivers_of_Energy_Markets_Oct_6_12_f 39cbb86e2.pdf Executive Summary: * Ukrainian attacks on Russia's refineries continue, with reports of increased US intelligence sharing for such operations. * While Venezuela's oil exports tick above 1m b/d, tensions with the US ramp up further. * Download Full Report Here: https://media.marketnews.com/Key_Political_Drivers_of_Energy_Markets_Oct_6_12 _f39cbb86e2.pdf
Oct-06 12:49Download Full Report Here: https://media.marketnews.com/Key_Political_Drivers_of_Energy_Markets_Sep_29_Oct _5_0033254f02.pdf Executive Summary: * New sanctions alone are unlikely to impact Iran's oil trade, but they raise the risk of renewed conflict in the Persian Gulf. * Ukrainian drone strikes on Russian energy infrastructure are key to watch for energy markets. * Download Full Report Here: https://media.marketnews.com/Key_Political_Drivers_of_Energy_Markets_Sep_29_O ct_5_0033254f02.pdf
Sep-29 11:58Download Full Report Here: https://media.marketnews.com/Key_Political_Drivers_of_Energy_Markets_Sep_22_28_ 71cb3ae428.pdf Executive Summary: * The EU has moved to accelerate its phase out of Russian LNG announced during its 19th sanctions package on Friday. * With trade talks ongoing, the US continues to pressure India with a 25% tariff for Russian oil purchases. * While there are talks of notable progress on restarting Kurdistan's oil exports, a deal is still yet to be confirmed * Download Full Report Here: https://media.marketnews.com/Key_Political_Drivers_of_Energy_Markets_Sep_22_2 8_71cb3ae428.pdf
Sep-22 12:30Commodities Macro
All but 2 analysts expect a 25bp cut at the September FOMC.
September 15, 2025 16:52The Federal Reserve is set to resume its easing cycle at the September 16-17 meeting.
September 12, 2025 21:15Expectations are very much mixed for the timing of the resumption of Fed easing.
July 28, 2025 18:43Focus will be on the degree to which the Committee signals openness to rate cuts resuming in the fall
July 25, 2025 20:53Carbon Market Research
Download Full Report Here: https://media.marketnews.com/MNI_Carbon_Monthly_Policy_Monitor_e1dbaa0887.pdf: Executive Summary: * EU Climate Target 2040: The EU's 2040 climate target remains undecided following the postponement of a European Parliament vote on Ondrej Knotek's proposal to reject the target, originally scheduled for 23 September. Environment Commissioner Teresa Ribera has said the bloc aims to finalise the target "in the coming weeks." * EU 2035 NDC: The EU Environment Council has approved a statement of intent outlining its indicative 2035 Nationally Determined Contribution (NDC) - a 66.25-72.5% GHG reduction vs 1990 levels. The final NDC is expected to be submitted ahead of COP30 in November.
Sep-29 13:03
