Energy commodities

The Versailles Memorandum of Understanding has reduced disruption risks in the Persian Gulf, driving a downgrade in both our crude oil and natural gas price expectation.

Global Daily: Harbingers

An Iran peace deal is struck and the parties are reportedly set to sign on Friday of this week...

Exclusive 103 Days, 38 Peace Deals

We cut oil forecasts on weak China demand, see softer US gas near term but keep LNG constructive as tight supply and limited flexibility support winter prices.

Exclusive EU ETS Pre-Reform Pause

Trading activity in the EU ETS has stalled, with markets in wait‑and‑see mode ahead of the upcoming policy review while increasingly pricing in signals of looser supply.

Global Daily: The Atomic Crab

The Dow Jones hit a fresh all-time high yesterday, surging 1.73% to close at 51,562...

Global Daily: Resigned

Brent crude front-month futures are inching higher this morning after ending May down almost 20%...