Gerald is an independent freelance energy analyst based in Rotterdam, the Netherlands.
As the OPEC+ meeting in the first days of February only confirmed the oil group is intent on maintaining its strategy and will avoid sudden…
China is back, and even the most ardent skeptics of Beijing’s policy easing will be compelled to admit that there is great upside in global…
Upstream companies are starting to adapt to an environment where oil prices will be higher for longer, one where OPEC+ production discipline and US shareholder…
Middle Eastern OSPs – December 2022 The oil markets have come full circle. In a year that saw the Russia-Ukraine war disrupt crude flows across…
The Middle East has been steadily reaping the benefits of its oil bounty throughout 2022, arguably one of the most successful years for the region…
Heading into November 2022 with the firm knowledge that intra-OPEC+ cohesion has been restored to the fullest and the oil group has been given a…
In hindsight, June 2022 might go down as the last month when the markets at large were still yet to go into full panic, acknowledging…
Recently, China made it clear that it plans to move away from its rigid string of lockdowns, arguably the main demand-curbing trend in Asia over…
The volatility that we have seen in the oil markets over March will most certainly become part of history books. In the same month that…
Russia’s invasion of Ukraine has simultaneously both eased and complicated the task of Middle Eastern national oil companies. On the one hand, it had pushed…
Just as oil prices soared above $115 per barrel and European gas prices moved up to $60 per mmBtu, coal markets have been suffering through…
When OPEC+ agreed on its 400,000 b/d monthly increases back in August 2021, the overwhelming expectation for the first months of 2022 was a gradual…
Expectation is the root of all heartache, a proverb that resonates particularly well with Asian refiners at the moment after yet another set of monthly…
The rapid spread of the Omicron variant has been spooking the oil community at large and despite OPEC shrugging off any major demand disruption in…
Nigeria has had to face countless challenges in the past months, ranging from purely oil-related supply disruptions and oil spills to just casual violence making…
Panic-driven market narratives can play a huge role in aggravating seemingly usual situations. Take, for instance, arguably the biggest story of the past weeks. Namely,…
When Iraq introduced Basrah Medium into its portfolio of crude grades, it was believed that a stricter delineation of qualities could finally put an end…
Coal has come back to the global energy market in a fashion that very few could have anticipated – on the back of a massive…
The ongoing energy crunch has put a lid on what seemed to be the ideal bull run for this year’s autumn season – OPEC+ has…
As European gas prices have continued their surge throughout the past couple of weeks, the role and importance of coal has sparked a new wave…