Oil Markets

Hormuz 2026: history's biggest oil shock. Yet offsets, free markets and contained tail risk explain why crude hasn't surged further.

Geopolitical and policy risk will remain constant investor concerns, given shifting global security and political developments.

We attempt to unpack the potential paths for the oil market in light of the conflict in the Middle East and longer-term considerations.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

The International Energy Agency says global oil, gas and coal demand is set to peak by 2030.

Here is what's been happening in the bitcoin industry.

Over the period since Merlon’s establishment in 2010, oil prices have traded between USD40 per barrel (bbl) and USD120/bbl, a period representing the end of an oil...