Bousso: The geopolitical premium of oil in the ROI vanished by 2025 and is unlikely to return.
In 2025, the global oil markets were faced with multiple black swans events - such as the Israel-Iran War and Ukrainian attacks on Russian refiners. Yet they were barely affected. In an era when energy is abundant, this calm could be the new norm. The year 2025, by any measure, was chaotic in geopolitics, with President Donald Trump's return to his White House and his flurry of trade, diplomatic and policy initiatives dominating the year. On June 12, Israel attacked military, government, and nuclear sites in Iran. This was a pivotal moment for the?energy?markets.
Bousso: The geopolitical premium of oil in the ROI vanished by 2025 and is unlikely to return.
In 2025, the global oil markets were faced with multiple black swans events - such as the Israel-Iran War and Ukrainian attacks on Russian refineries - but they were not fazed. In an age of abundant energy, this calm could be the new norm. The year 2025 will be remembered as a geopolitical chaos, due to President Donald Trump's return in January, and his frenzy of trade, policy and diplomatic initiatives. On June 12, Israel bombed Iranian military, government, and nuclear sites. This was a pivotal moment in the energy market. On June 22, the U.S.
Bousso: ROI-Permian will retain US oil crown after peaking even though it has reached its peak
The Permian Basin is set to reach its peak oil production in December. This will be a turning point for the U.S. Shale Boom that has reshaped the global energy markets over the last 15 years. But drilling innovations will ensure that the output of America's most prolific patch of oil will remain stable for many years. In its latest Short-Term Energy Outlook, the U.S. Energy Information Administration reported that the Permian Basin, which spans West Texas, and Southeast New Mexico, will produce a record 6.76 million barrels of oil per day in December.
Bousso: ROI-Permian will retain US oil crown after peaking even though it has reached its peak
The Permian Basin is set to reach its peak oil production in December. This will be a turning point for the U.S. Shale Boom that has reshaped the global energy markets over the last 15 years. But drilling innovations mean that output in America's largest oil patch will remain stable for many years. In its latest Short-Term Energy Outlook, the U.S. Energy Information Administration reported that the Permian Basin, which spans West Texas and southeastern New Mexico will produce an unprecedented 6.76 million barrels of oil per day in December.
Sponsored: Energy and Finance Chiefs Call for Sound Policy, Stable Frameworks at ADIPEC
Global finance leaders discuss the new era of energy investment defined by pragmatism, diversification and strategic capital allocation Industry leaders urge fundamentals-based planning amid global volatility, with stable, sound and clear policy frameworks identified as key investment landscape criteria Liquefied natural gas, methane and carbon reduction innovations and emerging markets identified as key investment frontiers Organisations whose speakers shared finance insights at ADIPEC 2025 included Moeve…
IEA predicts record LNG demand to lower prices and spur demand
The International Energy Agency announced on Monday that a record amount of liquefied gas production capacity will be coming online by 2030. This is expected to change the dynamics of the gas market, strengthening global supply and easing pressures. In its "Gas 2025", medium-term outlook, the IEA stated that by 2030, 300 billion cubic meters per year of LNG will be exported. This capacity is mainly in the United States and Qatar. The Paris-based agency said that this translates to a potential increase in net LNG supply of 250 bcm per year by 2030.
The return of meat on the menu is a feature of MORNING BID, EUROPE
Gregor Stuart Hunter gives us a look at what the future holds for European and global markets. Investors may feel tender this morning, after a brutal after-hours session that smashed tech megacaps as well as high-flying meme stocks. Beyond Meat's shares fell 11.4% after-hours, as the company that was heavily shorted for its fake meat reversed direction after retail investors flocked to the stock. The share price had risen as high as 1,479% in the last week.
JERA in Talks to Buy $1.7b of US Natural Gas Assets
Japan's top power generator JERA is in advanced talks to buy natural gas production assets in the U.S. for around $1.7 billion, people familiar with the matter said, the latest example of the Asian nation investing in America's energy sector.JERA emerged as the top bidder for the assets owned by GEP Haynesville II, a joint venture between Blackstone-backed GeoSouthern Energy and pipeline operator Williams Companies, after banks solicited offers in recent weeks…
EQT Corp. signs 20-year LNG contract with Commonwealth LNG Louisiana facility
The companies announced on Monday that the U.S. energy company EQT Corp would purchase 1 million tonnes of liquefied gas per year (mtpa), from Commonwealth LNG’s planned export facility on the Gulf Coast, near Cameron, Louisiana. EQT will purchase the LNG at a fixed price indexed by Henry Hub, and market and optimize their cargos on an international level. The company stated that the additional export capacity would allow EQT's domestic direct-to customer strategy to be expanded into global energy markets. Commonwealth LNG has been in the news this week. The U.S.
Danish trader InCommodities has appointed Gunvor's Brockmeyer as its U.S. expansion manager
Rich Brockmeyer, former Gunvor executive, was appointed as the new CEO of InCommodites for North America. The group plans to increase its penetration into the U.S. gas and power market. Brockmeyer, who most recently served as the Executive Committee member of energy trader Gunvor and oversaw North American power and natural gas operations, will join InCommodities on September 2. InCommodities, the trading firm, will establish a new office in Stamford, Connecticut and supervise the expansion of its U.S. Gas and Power Trading Desk.
Asian Spot LNG Prices Decline, Weak Demand Amidst Sanctions
Asian spot liquefied natural gas (LNG) prices declined this week due to weak demand and as markets awaited further clarity on U.S. Russian energy sanctions or secondary tariffs.The average LNG price for September delivery into north-east Asia LNG-AS was at $11.90 per million British thermal units (mmBtu), down from $12.10/mmBtu last week, industry sources estimated.Spot global gas prices have been relatively rangebound since the start of summer gas season in April…
IEA forecasts the fastest increase in power demand since more than a decade
The International Energy Agency announced on Wednesday that global electricity demand will increase at the fastest rate in more than a decade. This is due to increased industrial use, data centres, and electric vehicles. The International Energy Agency said that demand will rise by 3.3% between 2025 and 2026. This is well above the 2.6% seen from 2015 to 2023. Investments are needed in grids and storage, as well as making the system more flexible. The IEA stated that renewable energy will overtake coal by 2025…
Indian Energy Exchange closes due to fears of increased competition by new pricing rules
Investors grew worried that a planned overhaul in electricity pricing would increase competition and erode IEX's dominant position on the market. IEX, India's most popular platform for determining spot electricity prices, is under pressure from the power regulator as it prepares to implement market coupling in January, in a gradual rollout. Other power exchanges can also play a role as market couplesrs under the new system. This will challenge IEX’s central position. Stocks were on course for their seventh session of consecutive losses.
India will begin market coupling of power exchanges in January
India's electricity regulator announced on Wednesday that it would begin to implement market coupling for electricity trading in phases from January. Market coupling is a model of economics used on energy markets in order to create a uniform, single price for electricity across multiple trading platforms. The regulator is taking this action to improve price discovery and the efficiency of the system. In an order, the Central Electricity Regulatory Commission said that all power exchanges' day-ahead markets will be linked using a single system.
India will begin market coupling of power exchanges in January
India's electricity regulator announced on Wednesday that it would begin to implement market coupling for electricity trading in phases from January. Market coupling is a model of economics used on energy markets in order to create a uniform, single price for electricity across multiple trading platforms. The regulator is taking this action to improve price discovery and the efficiency of the system. In an order, the Central Electricity Regulatory Commission said that all power exchanges' day-ahead markets will be linked using a single system.
India's MCX launches electricity futures to hedge against weather-driven demand changes
The Multi Commodity Exchange in India will launch India's first electricity contracts on Thursday. This tool allows power generators, distributors and large industrial users to manage their risk. MCX announced in a Tuesday statement that the exchange would initially offer cash-settled contract for the current three-month period and for the next three months. However, they will be made available thereafter for all twelve calendar months. Praveena Rai, the managing director of the exchange…
As Wars Rage, Middle East's Waning Influence on World Oil Prices Exposed
The contained move in oil prices during the Israel-Iran war highlights the increasing efficiency of energy markets and fundamental changes to global crude supply, suggesting that Middle East politics will no longer be the dominant force in oil markets they once were.The jump in oil prices following Israel's surprise attack on Iran was meaningful but relatively modest considering the high stakes involved in the conflict between the Middle East rivals.Benchmark Brent crude prices…
GRAINS-Chicago Wheat slips as harvest pressure begins; soybeans to gain weekly
Chicago wheat futures retreated on Friday following a rally to cover shorts before the holiday season in the U.S. as harvest pressure in Europe and Black Sea region looms. As of 0211 GMT the most-active contract for wheat fell 0.59%, to $5.87 per bushel. However, it remains close to a four-month-high and is expected to gain weekly. Wheat gained some support during the previous trading day, as weather concerns in certain parts of the U.S.A. and Europe led speculators in those regions to cover their short positions.
Yergin: The next 3-5 days will be critical for the global energy markets if Israel and Iran have a significant development.
The next three to five day developments in the Iran-Israel conflict will be crucial for global energy markets, even though the Gulf oil and gas supply has not been interrupted yet. This was the view of oil historian Daniel Yergin on Wednesday. Iran and Israel launched missile attacks on each other Wednesday, as the air conflict between the two longtime rivals entered its sixth day. This was despite the U.S. president Donald Trump's call for Tehran to "unconditionally surrender" after he had left an early Group of Seven summit over the crisis.
Grain prices are higher as soybeans and crude oil end the day in a positive trend; wheat is up, while corn is mixed
Chicago Board of Trade soybeans futures closed higher Tuesday. This was supported by the rising crude oil price and uncertainty over Midwest crop weather for the coming weeks. Soyoil prices also eased after a two-day sharp rally linked to stronger U.S. Biofuel Blending mandates. Analysts said that CBOT wheat reached a new high after a slow start in the U.S. harvest of winter wheat allowed speculators cover their short positions. After wheat and crude oil futures, corn prices were mostly higher. However, the front-month contract for July ended lower.