Our experts covers everything from detecting macro-level risks affecting commodities to analysing diverse metals performance and accessing refined options metrics
Stay on top of market-moving dates with Energy Aspects’ free 2025 US Crude Trading Calendar. This essential resource helps traders, analysts, and market participants
This in-depth analysis explores how further cuts to 2025 Capex in Q2 25 earnings, the fall in the US oil rig count, rising gas-oil ratios in the Permian.
Our Gas Quant Weekly provides detailed analysis of pipeline capacity forecasts and strategic flow patterns for gas traders in the Western region.
Discover how CTA flow-imbalance strategies in precious metals, offers profitable opportunities amid changing market regimes and volatility.
Explore how traders are navigating counter-seasonal volatility, Fed rate cut expectations, and the US dollar's decline against G10 currencies.
Explore how macroeconomic data and inventory trends are shaping crude oil market positions, with insights into deferred timespreads and trading strategies.
Earnings for the big three OFS companies—Baker Hughes, Halliburton and SLB—
rebounded in Q2 25 to hit a combined $2.1 billion, a 40% increase over a torrid Q1 25.
Asian markets now show greater sensitivity to $10-15/MMBtu price changes, with a $1/MMBtu TTF price shift potentially changing demand by 1.82 Mtpa.
Oregon CFP credits have reached their highest point since October 2023, with a premium over California prices that's triggering significant market shifts.
Beijing’s plans to purchase up to 140 mb of crude between July 2025 and March 2026 in May. Potential market impacts through Q1 2026 and beyond.
How potential August heatwave conditions could significantly impact European power and gas markets. The comparative outlook against current market pricing.
This report examines the global refining outlook for 2025, forecasting stable margins with regional variations and shifting product balances.
Watch our webinar on the secrets of global LNG flows, and discover how Cargo Tracking can deliver key market insights by monitoring global trade flow trends.
Webinar on-demand: Israel-Iran conflict: Strategic targeting, energy impacts, and diplomatic breakthrough potential , "something bigger than a ceasefire".
We are excited to announce the acquisition of TankWatch, a leader in crude oil storage intelligence offering insights into crude oil inventories & reserves.
EA Founder and Director of Market Intelligence Amrita Sen sat down with John Normand, Head of Investment Strategy at AustralianSuper.
President Trump’s unexpected “Liberation Day” tariff announcement on 2 April triggered one of the sharpest and most disorderly cross-asset adjustments.
Aspects experts examine the potential downside risks to non-OPEC conventional crude production if Brent averages $60/bbl over 2025-26.
The OilX Trader Tool translates high-frequency fundamental data into actionable trading signals, helping you anticipate market movements before prices react.
The IMO's surprisingly ambitious Global Fuel Standard could impose penalties of up to $10 million annually on LNG-powered vessels by 2030.
Energy Aspects' latest Crude Oil analysis examines the complex dynamics affecting Cushing balances and US crude exports through summer 2025.
Q1 2025 earnings for Baker Hughes, Halliburton, and SLB dropped by a third quarter-on-quarter, to a combined $1.7 billion, the first such decline since Q1 2024.
Energy Aspects is proud to announce that it has been named Commodity Research House of the Year at the Energy Risk Awards 2025.
Our latest Global LNG report on Qatar's North Field expansion projects uses our new proprietary construction curves and satellite imagery analysis.
Discretionary fund net-long TTF positions peaked at 369k lots on 7 February, declined by 30% after geopolitical developments triggered reductions.
OPEC+ meeting (5 December) to delay the unwind of the voluntary production cut through peak refinery maintenance—most likely by three months.
Drawdown constraints in late February cause position exodus, exacerbating the price decline. We are reducing our Permian gas production forecast by 0.2 bcf/d.
Jeff is still bullish oil, but he doesn't believe flat price will necessarily reflect the bullishness because there is no leverage in the system and trading
Our expert analysts shared their insights on the future of emissions pricing, projecting trends and expectations as we look forward to 2025 and 2026.
Distilling oil market volatility drivers, enhancing our Brent quant model with flow-based leading indicators affecting short-term price movements.
The North America Power Monthly Outlook gives you a comprehensive analysis of power market supply and demand fundamentals across North America.
The North America Power Insight delivers expert analysis of critical market trends, policy impacts, and supply-demand dynamics across North American power markets.
Released for Energy Aspects subscribers, EA Founder and Director of Market Intelligence Amrita Sen sat down with Greg Sharenow, Managing Director at PIMCO.
EA Founder and Director of Market Intelligence Amrita Sen sat down with Jeff Currie just before the OPEC+ accelerated unwind decision.
The landscape for US LNG development is shifting dramatically in 2025, with rising costs threatening to derail several anticipated final investment decisions.
The shifting dynamics of Russian oil movement through various sanctions have created complexity that directly impacts your global demand forecasting.
Our latest infographic delivers precisely that, a visual breakdown of Global Refinery Capacity that transforms complex data into actionable insights.
Dr Nicky Ferguson, showed how traders can respond to high-frequency fundamentals by leveraging OilX’s nowcasting capabilities to predict financial flows.
Recent US tariff announcements have created ripples across global markets, prompting speculation about potential impacts on European gas demand.
Despite rallies after President Trump announced a 90-day “pause”, equities and oil are still down, US 30-year bond yields are close to 18-year highs
President Trump's aggressive new trade tariffs, averaging 24.2% on major US trading partners, combined with OPEC+'s accelerated production.
After a tumultuous weekend following the announcement of unprecedented US tariffs and steeper-than-expected Saudi OSP cuts for May.
This paper outlines how cutting-edge technologies like satellite imagery and machine learning are transforming traditional market analysis methods.
OilX Digest is specifically designed for energy traders, investment managers, funds, and banks who need to stay informed of critical market developments.
Traders are seeing the benefits of quickly identifying shifts in growth, inflation, and defensive factors to contextualise commodity price movements
Nicky Ferguson, met with Frans Pettinga on 3 March for the second EA Forum podcast of 2025 on the nuances of how the metals market has reacted to tariff risks.
Major IECs’ shale investments have peaked, will be managed to maximise free cash flow for returns or reinvestment in other themes.
Our research applies this flow-based systematic approach across energy, metals, agriculture, and financial markets, providing crucial context.
Crude prices supported by broad commodity buying, but flows starting to dissipate; liquidity remains thin until clarity on tariffs and OPEC.
