The Big Picture
Big Picture: Iran nuclear deal
Big Picture: Iran nuclear deal
Bullish for tankers
May 16, 2025
The Big Picture: USTR port fees
Watered down
April 23, 2025
The Big Picture: Politics vs. fundamentals
Can Trump prolong the upcycle?
February 17, 2025
The Big Picture: Maximum uncertainty
What could happen to Iran’s exports?
February 07, 2025
The Big Picture: Houthi ceasefire
Bovvered?
January 22, 2025
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OPEC+ continues to ease cuts
September 11
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Saudi Arabia, Iraq halt flows to Nayara after EU Sanctions, refinery turns fully to Russian Urals
September 03
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India stands firm on Russian oil despite rising US tariffs
August 27
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OPEC+ agrees to complete voluntary cut reversal in September
August 06
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Trump lifts India tariffs to 50% to punish Indian importers of Russian oil
August 06
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Small Shandong refiners restart under new ownership, threatening overcapacity and margins
July 30
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US allows Chevron to restart pumping Venezuelan oil
July 30
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Will Trump really impose secondary tariffs on importers of Russian oil in just over a week’s time?
July 30
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EU/US trade deal – Can Europe really lift US energy imports to $250bn/year?
July 30
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Oil market takes EU & UK’s latest sanctions package targeting Russian oil revenue in its stride
July 24
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