opec

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

The production cut announced by OPEC+ last week, which will reduce oil output by more than 1 million barrels per day, is just the latest piece of bad news for the...

In the second episode of the Firetrail Investments Analyst Series 2022,  Eliza Clarke & Blake Henricks take a deeper dive into the market dynamics at play for energy...

Last year I formed the view that there were opportunities in oil stocks. A handful of oil producers lagged the oil price as equity investors doubted the sustainability...

There are still two days of the earnings season to go. Remarkably all but 8 of the 135 companies produced a profit for the six months to December. That is, around 94...