Media Coverage

Jeremy Irwin

Senior Oil Markets Analyst

Impact of tariffs on North American crude market

BNN Bloomberg - 12.03.25

"There's a lot of macro headwinds and fear about demand slowing due to tariffs et cetera, but underneath the hood, oil fundamentals look quick supportive".

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Dr Amrita Sen

Founder and Director of Research

"'Drill baby drill' is purely rhetoric. It hasn't led to any increase in US production, and we don't think it's going to lead to any increase in production".

CNBC - 13.03.25

Oil markets have been surrounded by bearish noise recently, with POTUS's calls for increased US production, Russian sanctions lifting and traders' fears of OPEC+ flooding the market. Despite market sentiment, the reality is that balances are supportive and stocks are drawing.

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Kitt Haines

Global Crude Lead

Trump’s Energy Tariffs Are Set to Spark a Redrawing of Oil Flows

Bloomberg - 04.03.25

"If the duties endure, tariff-free Latin American oil grades from places like Brazil will start to head to the US in greater quantities, along with possibly more supplies from the Middle East".

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Richard Bronze

Co-founder and Head of Geopolitics

Russian, Iranian oil supply to China rebounds as new vessels cash in on the trade

Reuters - 28.02.25

"More pressure from U.S. president Donald Trump on Iranian exports is expected to result in a slowdown of shipments to China and eventually force Iranian production lower over a number of months".

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Dr Amrita Sen

Founder and Director of Research

India’s biofuel push a success, but green hydrogen remains costly

CNBC TV - 13.02.25

Dr Amrita Sen joined CNBC TV during India Energy Week to discuss India in the energy transition and the wider oil market.

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Jianan Sun

China Energy Market Analyst 

China Refiners Set to Resell US Oil Cargoes After Tariff Blitz

Bloomberg - 06.02.25

"Some regional light crude prices will be supported as a result. Murban and Libyan grades [are] among top options for May arrivals, with North Sea light grades and CPC as alternatives".

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Dr Amrita Sen

Founder and Director of Research

Canada Oil Tariff ‘Massive Loss for US Refining,’ says Energy Aspect’s Sen

Bloomberg - 03.02.25

Dr Amrita Sen joined Bloomberg Surveillance to discuss the potential impact of President Donald Trump’s 10% tariff on crude oil from Canada, which she called “a boon for Asian refiners” and a win for a lot of the rest of the world.

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Randy Hurburun

Senior Refinery Analyst 

Trump's oil tariffs a boost for European and Asian refiners

Reuters - 02.02.25

"Asian refiners could get the competitive advantage because they have the equipment to run heavy crudes and are also in the midst of raising their run rates".

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Livia Gallarati

Senior Oil Markets Analyst

Oil ticks up after hours on possibility of lower US tariff on Canadian oil

Reuters - 31.01.25

"Our base case has been that, if tariffs are announced, they will include a grace period for negotiations and that oil is likely eventually to be carved out from any tariffs".

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Erisa Pasko

Natural Gas Analyst

Europe may need over 100 extra gas cargoes to refill shrinking stocks

Reuters - 22.01.25

"Europe will need to maintain high prices to continue attracting spot and divertible LNG supply away from Asia".

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Natalia Losada

Oil Products Analyst

Global diesel prices spike as US hits Russia with new sanctions"

Reuters - 17.01.25

"Diesel [profit margins] are up following news on the sanctions, and we expect meaningful disruptions to Russian diesel exports".

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Jeremy Irwin

Senior Oil Markets Analyst

"High-level estimates, we see half a million to a million a day of Russian Crude deliveries into the Asian market being disrupted"

BNN Bloomberg - 15.01.25

Jeremy Irwin, joined BNN Bloomberg to discuss anticipated developments in the oil sector.

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Dr Amrita Sen

Founder and Director of Research

Cold wave sweeps across the United States, pressure on natural gas production pushes prices higher

Yicai - 11.01.25

Dr Amrita Sen joined China Business News to discuss the impact of the extreme cold wave sweeping across much of the United States on natural gas production.

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Dr Amrita Sen

Founder and Director of Research

Jesse Jones

Head of North American Upstream

Trump will struggle to drive down oil prices

Financial Times - 09.01.25

 In a recent op-ed for the Financial Times, Dr Amrita Sen and Jesse Jones explored the challenges President-elect Donald Trump faces in his quest to lower oil prices.

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Dr Amrita Sen

Founder and Director of Research

Natural gas production under pressure from cold weather, says Energy Aspect’s Amrita Sen

CNBC - 06.01.25

Dr Amrita Sen, joined CNBC's 'Squawk Box' to discuss energy prices as January temperatures hit record lows.

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Richard Bronze

Co-founder and Head of Geopolitics

OPEC+ wary of US oil output rise under Trump

The Express Tribune - 19.12.24

"This is a potentially difficult dynamic for both sides... OPEC+ has faced a big challenge from rising US production, which has reduced the group's influence".

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Natalia Losada

Oil Products Analyst

Global diesel prices to rely on refinery closures for support in 2025

Reuters - 12.12.24

"For 2025, we are constructive on European diesel prices due to the capacity closures, still low forward margins that will keep utilisation levels relatively low, and a slight rebound in demand".

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Sabrina Kernbichler

Lead Power Analyst

European Power Tops €1,000 as Weak Wind Drives Up Gas Generation

BNN Bloomberg - 11.12.24

"German wind generation is even lower than the already low forecast levels".

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Richard Bronze

Co-Founder and Head of Geopolitics

Oil markets shrug off Assad’s overthrow

New York Times - 09.12.24

 "There’s still a residual view that the oil market will be oversupplied next year... [but] the market will have to see it to believe it."

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Dr Amrita Sen

Founder and Director of Research

Outlook for oil and energy markets

BNN Bloomberg - 04.12.24

Dr Amrita Sen, joined BNN Bloomberg to share her predictions for the oil and energy markets.

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Dr Amrita Sen

Founder and Director of Research

"OPEC+ will not add to a surplus market"

CNBC - Capital Connection - 02.12.24

Dr Amrita Sen, joined CNBC’s Capital Connection to discuss a roll over of current cuts by OPEC+. ahead of the group’s meeting on Dec. 5.

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James Waddell

Head of European Gas and LNG

Gazprombank sanction “workaround” likely to keep gas flowing

Montel News - 28.11.24

"There is too much supply at risk for there not to be a workaround or for the US to carry out the sanction".

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Livia Gallarati

Senior Oil Markets Analyst

"How does OPEC+ plan for 2025 considering compliance issues?"

Gulf International, Energy Podcast - 20.11.24

Can geopolitical risk to oil supply infrastructure in Europe and Mideast keep Brent oil prices averaging closer to $75 than $70 through the end of the year?

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Jeremy Irwin

Senior Oil Markets Analyst

Oil output in Canada is expected to rise until 2025

BNN Bloomberg - 13.11.24

"We're not seeing strong incentives to grow US production outside of the Permian, which still offers the best break-evens".

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Luke Sherman

Senior Carbon Markets analyst

Carbon markets give environmentalists hope after US elections

Reuters - 13.11.24

Luke Sherman said the ballot result should give similar efforts elsewhere a boost.

"There's a bit more social acceptance than we have previously assumed"

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Jesse Jones

Head of North American Upstream

Trump return will slow, not stop, US clean energy boom

Reuters - 06.11.24

"Presidents can make a lot of noise about plans for U.S. oil and gas, but ultimately it's individuals and companies responding to prices of a global commodity that make the decisions on when to drill,"

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Dr Amrita Sen

Founder and Director of Research

"OPEC always plays the long game"

CNBC - 05.11.24

Dr Amrita Sen, joined CNBC to discuss the outlook for oil as OPEC+ announced a one-month delay to the planned unwinding of voluntary production cuts.

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Luke Sherman

Senior Carbon Markets Analyst

Washington state vote a harbinger for wider carbon markets

Reuters - 01.11.24

"How ambitious they want to be could certainly be influenced by their perception of voter support or rejection of carbon pricing in Washington".

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Dr Amrita Sen

Founder and Director of Research

LNG-fuelled trucking accelerates in Asia, denting diesel demand

Reuters - 23.10.24

"India will not have the same penetration rates as China but improved infrastructure has reduced inefficiencies already, and Indian diesel demand growth may have peaked as a result,"

"Given China and India have been the key diesel demand growth centres, the weakness in both augurs poorly for diesel cracks,"

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Dr Amrita Sen

Founder and Director of Research

The energy market is very ‘jaded’ from trading geopolitics

CNBC Squawk Box - 14.10.24

"We need to see if there is an actual outage, that’s when the market is going to trade this".

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Trevor Sikorski

Head of Natural Gas and Emissions

Cold reality stalks Europe’s looming heating transition

Montel News - 21.10.24

“The sectors in ETS 2 mostly have as their main decarbonisation pathways something to do with power...So every time you reduce emissions in ETS 2, you’re lumping them into the power sector, which is covered by ETS 1.”

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David Seduski

Head of North American Gas

Texas natural-gas pipeline eases bottlenecks, paves way for higher shale output

Reuters - 18.10.24

"Matterhorn will help unlock higher Permian oil output...Most of the Permian's estimated 2025 oil-production growth would be unfeasible without more gas pipeline capacity."

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Jianan Sun

China Energy Market Analyst

China Oil Imports Slowed in September on Weak Margins, Repairs

Reuters - 18.10.24

“We expect Chinese crude imports to hold around 11 million barrels a day through the fourth quarter”.

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Samer Mosis

Head of Fundamentals

Europe’s new normal: High energy bills, fading industry and one chance to fix it

Politico - 10.09.24

"Germany is clearly the laggard in economic activity or performance in Europe right now, In the long term, it really brings into question the country's position in the global industrial order.”

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Livia Gallarati

Senior Oil Market Analyst

Israel's Iran retaliation looms over oil markets

BNN Bloomberg - 09.10.24

"The market has been absolutely focused on what is going on in the Middle East right now, and we have seen a significant increase in oil prices in the last week on the back of fears that the current tensions may escalate into infrastructure attacks on the energy side."

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Samer Mosis

Head of Fundamentals

Oil prices sink on worries over Chinese demand

Financial Times - 08.10.24

“Given the lack of damage to refineries or upstream platforms, the hurricane will probably be net bearish for oil markets by hurting demand”.

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Richard Bronze

Co-founder and Head of Geopolitics

Are the UK’s Russian financial sanctions working?

Parliament Live Tv

Richard Bronze provided evidence in the UK Parliament to a Treasury Select Committee inquiry, examining the impact of Russia sanctions and the oil price cap This session delved into the intricate world of international energy politics, with Richard shedding light on these critical issues.

• The complexity of the oil price cap and the enforcement challenges created by the growing shadow fleet
• The impact of Western sanctions on Russian energy revenues and efforts to shift Russian trade into alternative currencies
• How effectively OFSI is implementing UK sanctions and how it compares to the OFAC in the US
• The possible impact on LNG markets and gas prices of sanctions on Russian LNG currently being considered by the EU

Watch the inquiry →