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Macroeconomics
  • The White House is trying to reassure consumers that President Biden is doing everything he can to address high energy prices.
    Tue, Nov 23, 2021
  • Russia is one of the world’s most important oil and gas producers. Its hydrocarbon sector underwrites the economy, state budget and grand geopolitical ambitions, giving it a unique risk profile. Domestically, it is seeking to accelerate oil and gas development to maintain vital revenues over the medium to longer term. While the increase in oil and gas prices have provided a short-term boost, deeper longer-term reforms are needed to stimulate growth. Political risks remain elevated amid growing questions about the future of Russian President Vladimir Putin after the 2024 presidential election. Despite positive changes such as its Opec-plus cooperation, geopolitical risks are rising as its involvement in global conflicts grows and major disagreements with the West remain unresolved. From a Country Risk Index perspective, Russia is a medium-risk, high-reward country, ranking 14th of 71 jurisdictions globally on a risk/reward basis.
    Wed, Nov 17, 2021
  • High inflation has put a spotlight on oil futures, which historically have been one of the best-performing hedges against inflation.
    Mon, Nov 15, 2021
  • “Creative destruction,” the dynamics of technical progress, the power of global finance: all counter the provocative new David Stockman commentary “GreenMageddon.”
    Fri, Nov 12, 2021
  • How concerned should oil markets be about the economic slowdown in China?
    Thu, Nov 11, 2021
  • The US is embracing a two-track energy policy: more oil and gas for today's economic recovery, but aggressive diversification for the future.
    Thu, Nov 4, 2021
  • Countries like Iraq, Algeria and Kuwait trail some of their Mideast Opec peers in preparing for the transition.
    Thu, Nov 4, 2021
  • Fighting climate change will have profound impacts on oil and gas producer states. They must make their oil and gas sectors as productive and attractive as possible to capture medium- and long-term investment, while limiting their carbon footprint and diversifying their economy and sources of government revenue. Key producing states are highly exposed to the effects of the energy transition. The future decline in oil and gas revenues threatens their economic growth and, in some cases, political stability. Our new Transition Risk Index is a tool for assessing which states are adapting well and which are more vulnerable. The index assesses and quantifies the resiliency of 30 key producers and the effectiveness of their adaptation initiatives. A high score indicates higher risk, lower resilience and/or slow adaptation. As well as highlighting risk, the index aims to help producer states and other stakeholders identify potential policies and strategies for a successful energy transition plan.
    Wed, Oct 27, 2021
  • The IMF says GCC countries are poised to benefit from rising oil demand, higher prices, and progress on vaccinations.
    Tue, Oct 19, 2021
  • Brent crude for December delivery dipped 53¢ to settle at $84.33/bbl, while November WTI rose 16¢ to close at $82.44/bbl.
    Mon, Oct 18, 2021
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