Energy commodities

Exclusive Energy Charts of the Week

The escalation between the U.S. and Iran following the collapse of the interim peace deal and intensifying strikes between Ukraine and Russia, drove energy price rallies.

Exclusive Past the Peak, Not Past the Risk

Hormuz disruption keeps energy markets exposed, with oil risks concentrated in products and LNG tightness lifting gas price forecasts.

Global Daily: When a Toll Isn't a Toll

Yields on 10-year Treasuries finished last week up 11bps to 4.48% while yields on 10-year Bunds rose 8.5bps to 2.93%...

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.