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OPEC's Decision: Global Implications

Our expectation that OPEC would coordinate modest cuts in production has not played out, with the group deciding to maintain the 30mn b/d ceiling and let the markets take their course. Our risk...

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A New Cold War?

The Russia-Ukraine conflict this year and the celebrations over the weekend marking the 25th anniversary of the fall of the Berlin Wall have rekindled memories of the Cold War. Many are asking...

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Oil Prices Could Fall To USD60 Per Barrel

Brent crude oil prices have tentatively broken below USD90/bbl, alongside continued weakness in equity markets and US dollar strength. We believe that a move to USD60/bbl is possible within the next...

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Global Risks Coming To A Head In 2017

Although it is still more than two years away, it seems clear to us that 2017 will be a politically important year, due to the busy schedule of events in key countries. United States' Next President...

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