Market updates
The oil and FX market is highly volatile, with prices constantly influenced by a wide range of factors, including geopolitical events, supply disruptions, macroeconomic data, and shifts in global demand. We help our clients stay informed through our daily and weekly market briefings, a selection of which is uploaded here to give insight into current developments and market-moving events.
01 September 2025
Oil Market Update: Fears of supply disruption of Russian oil and solid U.S. oil demand
Today is a bank holiday in the U.S. and this day also traditionally signals the end driving season where demand for oil peaks. For now, it looks like demand for oil remains solid as inventory draws are seen in every category. I.e., U.S. crude stocks, gasoline…
25 August 2025
Oil Market Update: Oil prices increase after renewed fighting between Ukraine and Russia.
Attacks on Russia’s biggest nuclear power plants and a fire at a Russian refinery, caused by a Ukrainian drone attack, was burning for the fourth day yesterday, according to the acting governor of the region. The refinery sells fuel mainly for export and has an annual capacity of 5 million…
18 August 2025
Oil Market Update: Supply concerns over Russian oil are easing slightly after last week's meeting
After the meeting between the U.S. president and the Russian president ahead of the weekend, it seems like the parties are more aligned in seeking a peace deal instead of a ceasefire first. Trump said after the meeting that he did not immediately need to consider retaliatory tariffs o…
11 August 2025
Oil Market Update: U.S. and Russia are aiming to reach a deal to halt the war in Ukraine
U.S. and Russian officials are working towards an agreement on territories for a planned summit meeting between Trump and Putin as early as Friday. The meeting which is scheduled to be held in Alaska raises expectations of a diplomatic end to the war in Ukraine…
04 August 2025
Oil Market Update: OPEC + agress to another large production hike in september
OPEC+ met yesterday and agreed to raise oil production by 547,000 barrels per day next month.The increase is the latest in a series of output hikes to regain market share, as concerns mount overpotential supply disruptions linked to Russia. With this increase, the group of oil producers…
28 June 2025
Oil Market Update: News of EU/US trade deal and possible delay in US-China tariff increases
On Sunday, the US and EU reached a trade agreement that includes a 15% tariff on European goods imported into the US. Without the deal, EU goods would have faced a 30% tariff starting this Friday. Additionally, there are rumors that the US and China will delay the implementation of…
21 June 2025
Oil Market Update: New European sanctions on Russian oil, but the threat of tariffs
On Friday, the EU imposed new sanctions on Russia — the 18th sanctions package — due to the ongoing war between Ukraine and Russia. The U.S. President has also threatened sanctions against buyers of Russian oil unless Russia agrees to a peace deal within 50 days…
14 June 2025
Oil Market Update: Market expects more Russian sanctions while waiting for Trump’s “major statement”
According to the International Energy Agency (IEA), the world oil market may be tighter than it appears despite a supply and demand balance pointing to a surplus, as refineries ramp up processing to meet summer travel demand. While the market is starting to realise…
07 June 2025
Oil Market Update: Lower oil prices as OPEC+ accelerates output increases further.
Already Friday evening, rumours started to circulate that OPEC+ could further accelerate oil output hikes in August and that was exactly what happened over the weekend. OPEC+ agreed on Saturday to raise production by 548,000 barrels per day in August, which further…
30 June 2025
Oil Market Update: The geopolitical risk premium is fading, at least for now
After a couple of extremely volatile weeks in the oil market primarily caused by the war between Israel and Iran followed by a peace agreement, markets are eying other oil-related news. Especially the coming meeting in the expanded group of oil producers, OPEC+, takes…
23 June 2025
Oil Market Update: U.S. attack on key Iranian nuclear sites over the weekend
Before the weekend, consensus in the market was that the U.S. would probably be involved in some way in the conflict in the Middle East at some point. There were few signs of diplomatic progress after European foreign ministers met their Iranian counterpart on Friday in a…
17 June 2025
Oil Market Update: Israel-Iran conflict rages on, raising concerns about oil supply distuptions
Friday, market focus was all about the outbreak of a direct war between Israel and Iran. Iran’s nuclear facilities were targeted by Israel in what could be a prolonged operation to prevent Iran from building atomic weapons. Iran has responded by…
10 June 2025
Oil Market Update: U.S. and China continue to talk to defuse the trade dispute
U.S. and Chinese officials had talks yesterday which should defuse the trade dispute between the two superpowers that has widened in recent weeks beyond tit-for-tat tariffs to export controls over goods and components critical to global supply chains…
02 June 2025
Oil Market Update: OPEC+ informed of a production increase for July, but markets were expecting more
Oil prices finished last week lower as the oil market began to expect a possible even larger July output rise. But on Saturday, OPEC+ decided to increase production by 411,000 barrels per day for July, practically the same production increase as the May and June increases…
26 May 2025
Oil Market Update: U.S. extending the deadline to reach a deal with the EU on tariffs
Today is a holiday in the U.S., UK and other markets so the start of this week is expected to be rather slow. However, the Memorial Day weekend in the U.S. normally kicks off the U.S. summer driving season which is the period of highest demand for motor fuels…
16 May 2025
FX Maket Update: Key global events in the coming week in the FX markets
Next week brings a series of key economic events that may trigger movements across currency markets and asset classes. Here is an overview of some of the most important ones: Monday, May 19 China: Releases industrial production figures, offering insight into…
12 May 2025
Oil Market Update: Oil Prices Rise on U.S. and China Trade Tariff Talks over the weekend
Ahead of the talks between top officials from USA and China, oil prices settled higher on Friday. Likely since the U.S. president said that China should open its market to the U.S., and that an 80% tariff on Chinese goods “seems right”. This came a day after he announced…
05 May 2025
Oil Market Update: OPEC+ Agrees to Unwind Oil Production Faster Than Expected
The downwards trend in oil prices continue this morning after the group of oil producers, OPEC+, surprisingly met on Saturday instead of today, and agreed on a faster than expected unwinding of the existing oil production cut agreement. OPEC+ met to discuss the policy of…
28 April 2025
Oil Market Update: U.S.-China De-escalation Hopes and Explosion at Iran's Main Port
Oil prices are up this morning as it seems that U.S. and China will probably want to deescalate the trade war. Further, there are reports of explosion at Iran’s biggest port which could potentially affect oil exports. This morning Brent oil is trading around…
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