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OPEC+: The major implications of a minor increase

100k barrels per day supply cut is small but a signal of intent after the oil price drop of c15% since end July. Compounds the issues of 1.6mbpd of under-production versus quota in August and under 2mbpd of spare Saudi-UAE capacity. We scan EM for ne...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 6 September 2022
OPEC+: The major implications of a minor increase
OPEC+: The major implications of a minor increase

Hyperinflation accounting: Coming to an emerging market near you

Recent high inflation prints in North America and Europe have shocked many observers, leading some commentators to revise upwards their central bank rate hike forecasts. Based on the most recent announcements, we estimate that in around 20% of countr...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 22 July 2022
Hyperinflation accounting: Coming to an emerging market near you
Hyperinflation accounting: Coming to an emerging market near you

Biden's Middle East trip likely won't push oil prices down

As many start off their summer holidays, US President Biden will head to the Middle East on 13-16 July to visit Israel, the occupied West Bank and Saudi Arabia. The time in 2019 when presidential candidate Biden pledged to make Saudi Arabia a "pariah...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 5 July 2022
Biden's Middle East trip likely won't push oil prices down
Biden's Middle East trip likely won't push oil prices down

Africa is an imperfect solution to Europe’s gas woes

The European Union will seek to step up cooperation with African countries to help replace imports of Russian natural gas and reduce its dependence on Moscow by almost two-thirds. A mega-project in Nigeria is raising hopes for more gas imports for Eu...
ETM Analytics Alexa
Alexa Archibald @ ETM Analytics 11 May 2022

Who can plug the oil hole left by Russia?

What hole will a total Russian oil ban leave? Europe does not have the space to make such a move, suggesting that most of Russia's exports of 7mn bpd of crude are currently expected to survive the sanctions and bans. This will limit the extent to whi...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 10 March 2022

Russian oil embargo impact

If Russian oil is embargoed, not every customer will participate – eg China and Belarus, and Germany's Chancellor Olaf Scholz has stated his opposition. And longer-term, a prolonged period of very high oil prices likely accelerates the transition to ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 7 March 2022
Russian oil embargo impact
Russian oil embargo impact