Energy Intelligence Interactive

With summer winding down, we are shifting our focus on global oil markets to Iran/JCPOA discussions and whether ongoing inventory drawdowns will sustain through year end. In our latest Oil Markets podcast, Abhi Rajendran, Oliver Klaus and Julien Mathonniere discuss our latest views on key supply and demand drivers, and our latest outlook for oil prices.

The oil market is heading into the summer with solid strong momentum. In this podcast, our experts discuss our expectations for macro, demand and supply as well as the price outlook ahead.Hosted by: Abhi Rajendran, Head of Oil Markets Research, Julien Mathonniere, Senior Oil Markets Correspondent and Colby Connelly, Analyst, Research & Advisory

Energy Intelligence continues to view $70 as the key fulcrum price for the oil market, and while many are focused on ongoing demand issues we are more focused on key supply variables. In our latest Oil Markets Service podcast, our experts break down what is ahead on both US-Iran talks and the Biden administration’s view on domestic energy policy and the impacts of both on the market.Hosted by: Abhi Rajendran, Head of Oil Markets Research, Emily Meredith, Deputy Washington Bureau Chief

In the depths of last year's oil price downturn, Energy Intelligence predicted a rebound that would take oil prices to the $70-$80 range. The higher oil price has without a doubt been supported by Opec-plus and its commitment to safeguarding supply, something that was also evident in last week’s Opec meeting. In our latest Oil Markets Service podcast, our experts break down the latest Opec meeting and present our views on what lies ahead on both the supply and demand sides of the market.

Opec-plus and Saudi Arabia have helped to pull forward a supportive environment for oil prices. In the first of our Oil Markets podcast series, experts Abhi Rajendran and Amena Bakr discuss how the start of the year is setting the tone for Energy Intelligence's outlook for 2021 and beyond.

Things have gone from bad to worse for an oil market already ravaged by the spread of the coronavirus and its impact on demand as Saudi Arabia launches a price war against Russia following the collapse of talks between the Opec-plus alliance. Our experts discuss how bad the situation could get for the US and global oil sectors and how long the pain could last.Hosted by: Abhi Rajendran, Director of Research & Advisory, New York, John Van Schaik, Markets Team Leader, New York and Luke Johnson, Corporate Reporter, Houston

For decades, the oil industry worried that unrest in the Mideast could spread to Saudi Arabia, the world’s largest and most irreplaceable oil exporter. Over the weekend, the nightmare scenario happened: an attack knocked out nearly 6 million b/d of Saudi production – sending oil prices soaring. Our Mideast reporters explain what they know about the extent of the damage and how long production will be down.Hosted by: Oliver Klaus, Dubai Bureau Chief, and Amena Bakr, Deputy Bureau Chief

Saudi Arabia has recently made a number of major changes in its energy sector — but the biggest move to date was the dismissal of Khalid al-Falih as energy minister over the weekend. With King Salman's son, Prince Abdulaziz, becoming the first Saudi royal to hold the oil portfolio, what will it mean for Saudi oil policy, Opec and Saudi Aramco?Hosted by: Oliver Klaus, Dubai Bureau Chief, and Amena Bakr, Deputy Bureau Chief

Despite oil prices holding above $50-55 so far this year (WTI), US producers have come under pressure from growing investor apathy as well as sharp weakness in gas/NGL pricing. Looking ahead, is US energy in trouble entering the 2020s? Hear from our experts Abhi Rajendran, Noah Brenner and Ian Nathan as they provide insights on key developments and implications across the value chain.Hosted by: Abhi Rajendran, Director, Research & Advisory, Ian Nathan, Manager, Research & Advisory, Noah Brenner, Houston Bureau Chief and Luke Johnson, Corporate Reporter

After a year of effective market management, a fairly innocuous Opec-plus meeting turned into a standoff over tapering cuts and extending the current deal through the end of 2022.

The year so far has seen oil prices rise, with Opec-plus support, but questions linger around demand’s ability to recover, given ongoing Covid-19 issues in key regions. Despite this, we remain optimistic about the prospects for further market rebalancing.

The year has started against a positive backdrop for equity markets, oil prices and expectations for a gradual demand recovery. While some of these may be supportive for the North American energy landscape, we continue to be cautious for several reasons ranging from limited capital to an incoming Biden administration and other factors.