Refine by sector
Latest in Iran

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

Iran Nuclear Deal: Are we there yet and will it even be worth it?

Iran's currency is less than one-fifth of official value in the parallel market; it needs full sanctions relief. The US cannot credibly commit on a permanent basis to either the letter of the original deal or the spirit in which it was negotiated — i...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 21 February 2022
Iran Nuclear Deal: Are we there yet and will it even be worth it?
Iran Nuclear Deal: Are we there yet and will it even be worth it?

EM debt issuance plunges at the start of 2022 amid tighter lending conditions

Geopolitically, concerning Ukraine, the US remains in the thick of it and has accepted an invitation to meet Russia next week on the condition that they do not invade Ukraine. With this in mind, it is worth looking at the latest data from the Central...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 18 February 2022

High commodity prices supporting a bullish South African Rand

Why is it important to unpack trade dynamics? The sharp rise in oil has added to SA’s import costs. Moreover, it is worth highlighting that commodity indices such as the Bloomberg Commodity Index have continued to record fresh multi-year highs at the...
ETM Analytics Alexa
Alexa Archibald @ ETM Analytics 17 February 2022