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Best Investments Through the End of 2026: Opportunities and Risks
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Oil
Crude-oil markets, prices, supply and demand, inventories, and the effects of energy trade and geopolitical disruptions.
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Latest thinking
War, Oil, and OPEC+: Why More Production May Not Lower Prices
Why OPEC+ output increases may not lower oil prices when war disrupts shipping routes and effective supply.
Insight
August 16, 2026
The Future of Hormuz: Alternative Oil Routes and the Role of Oman and the UAE
How alternative pipelines, Fujairah, and Oman’s energy infrastructure reshape risk around the Strait of Hormuz.
Insight
August 15, 2026
Oil Price Forecast Through August 1, 2026: Three Market Scenarios
Historical Brent scenarios through August 1, 2026, shaped by geopolitics, OPEC+ policy, demand, and macro risks.
Insight
August 1, 2026
Bab el-Mandeb Strait: Why It Matters for Oil and Trade
How Bab el-Mandeb disruptions affect oil flows, shipping routes, trade costs, and global inflation.
Insight
August 1, 2026
Why Did Oil Prices Fall? The Real Reasons Behind the Recent Decline
Why oil fell on July 27, 2026—and how geopolitics, positioning, supply, and demand shaped the move.
Insight
July 29, 2026