Author: Derek Brower
Opec: more of the same
26 May 2017
Extending the cuts for nine months is designed to kill off the stock glut, but the pledge to keep going will buoy tight oil
Opec's narrowing options
24 May 2017
An extension to the cuts may not help the group as much as it helps Texas
Opec, cornered
23 May 2017
The group has no real option but to roll over its deal on 25 May. Prices should rise in the second half of the year—and then the policy debate will start again
Opec to extend, tight oil to grow
9 May 2017
The group is expected to extend its cuts deal. But global supply could still surge
Why geopolitics still matter to oil
13 April 2017
Trump might not bring more war to the Middle East, but as fundamentals tighten the market is ready to trade such risks
Spikes and troughs
12 April 2017
Only real supply-side intervention has stopped oil-price volatility. But those days are gone, argues Bob McNally's new book
As good as it gets for Opec
20 March 2017
Compliance with the Opec deal is defying the group's sceptics. How long can it last?
Trump is bullish for oil
3 February 2017
The market should start pricing in the mounting geopolitical risks
Glut or glory
23 January 2017
The Opec-non-Opec deal has brought hopes of a price recovery. But its success is not guaranteed
The comeback
3 January 2017
Opec's deal is a seismic moment for the oil market. But forces beyond the group's control will decide how effective the cuts are
Over to you, Texas
13 December 2016
The Opec-non-Opec deal will help prices – but even if everyone complies, it can’t on its own be decisive
The bear necessities
8 December 2016
Opec has tried to put a floor in the price. But further strength in 2017 will depend on the reaction of other suppliers and aversion of many risks
Opec tells the market: we’re back
30 November 2016
Saudi Arabia has accepted Iran’s terms for a deal. Now Russia has to keep its pledge to cut too
Known unknowns
25 November 2016
Opec's efforts to cut supply will be the main theme of 2017 and prices will rise. But the outlook is still fraught with risk and uncertainty
Will Opec surprise the market?
23 November 2016
Deeper-than-expected cuts are on the table and the momentum is behind a deal
Opec - now for the hard part
21 November 2016
Opec's Algiers deal has put a floor in prices - but the group must give the market real details at its end-November meeting
End of the war for Opec
31 October 2016
In the end, the fiscal pressures and income loss were too great for Opec’s members to bear—and the rewards of the market-share strategy too meagre
Back to the new normal
13 October 2016
Judging by history, and reflecting rampant supply, tepid demand and a passive Opec, $50 oil is about where the price belongs
Opec’s imperfect deal
30 September 2016
Algiers marks a major policy shift. But the market will want real numbers soon
How an Opec deal could work
28 September 2016
Iran’s demands can be accommodated with some adjustments of the numbers
Ready to deal, Saudi Arabia waits on Iran
28 September 2016
The kingdom is ready to ditch its laissez-fair market strategy and cut production. Iran needs to come on board, but an agreement is close
Libya: A ceaseless campaign
19 September 2016
Our report on the country’s energy infrastructure is the definitive guide to Libyan oil, politics, and civil unrest
The oil world's most difficult job
19 September 2016
NOC’s chairman fears a disaster if his company is dragged into the war for Libya’s oil
Time for action from Opec
24 August 2016
Saudi Arabia’s oil minister says Opec will take “any possible action” to stabilise the market. The group should cut, now
NOC’s Sanallah: ports deal with ‘criminal’ Jadhran threatens Libyan oil recovery
11 August 2016
The UN’s agreement to pay off militia controlling oil terminals will ‘contaminate’ its reputation in the country and sets a dangerous precedent, says NOC chief
NOC pleads for money from Tripoli
11 August 2016
Unity government’s refusal to transfer funds pledged to state firm is stalling oil-output recovery, says NOC chief