Markets/Commodities

Brazilian broker XP Investimentos joins UBS and Citigroup in downgrading crude outlooks, citing slowing global demand and mounting downside risk for energy markets.

University of Cape Town researchers identify fault lines that could complicate fracking operations, adding uncertainty to the country's energy diversification plans.

Energy prices gain ground while equity benchmarks retreat, driven by profit-taking in AI names following Samsung's earnings report.

Strong booking rates at the Sidirokastro interconnector validate Greece’s strategy to become a regional energy hub, supporting the case for sustained LNG infrastructure investment in Southeast Europe.

Anwar Ibrahim counters claims of fiscal over-reliance on the state oil giant, clarifying the scale of dividend contributions to the national budget.

Industry leaders at the ALDG Business Forum in Abuja called for policy consistency to bridge the shortfall and sustain private investment in the energy sector.

Record volumes underscore the structural shift in global gas flows, with US supply driving growth as Asian demand and data centre power needs surge.

Roger Cook's openness to the national reserve plan marks a departure from previous resistance, potentially easing political headwinds for Canberra's energy policy.

First-quarter collections fell to GH¢57.5bn, with energy receipts missing budget by 37.6% on lower prices and production.

The world's fastest-growing economy trades equities only on Mondays, highlighting the structural gap between Guyana's surging energy output and its nascent capital markets.

Brazil, Guyana, and Argentina are set to supply roughly 50% of the world's crude output expansion this year, shifting the center of gravity for global supply away from traditional producers.

The energy major’s trading arm capitalized on widening commodity spreads, offsetting a sharp drop in physical gas production volumes.

Rising costs and shifting market dynamics threaten the economic case for the island's key energy infrastructure, casting doubt on its ability to deliver promised price relief.

The energy giant's integrated gas output is set to fall sharply in Q2, yet robust trading margins cushion the blow. Brent crude holds firm on persistent supply risk.

European equities show little direction early Tuesday, with the German benchmark holding steady while energy markets react to persistent supply risks.

Berlin plans a 2.3 bcm strategic buffer to shore up supply security as LNG imports grow, adding a new demand layer to European gas markets.

The energy giant revised its integrated gas production forecast upward for the second quarter, driven by surging crude costs and robust trading operations amid Middle East tensions.

Vytenis Šimkus. Kas susirinks taikos dividendus.

The British supermajor leverages trading strength and geopolitical premiums to offset production headwinds, extending a trend of robust earnings despite broader market normalization.

The Norwegian energy services firm's stock leads early gains as investors price in the new revenue stream, lifting broader sentiment on the exchange.

The downstream giant’s push into compressed natural gas and upstream stakes coincides with a broader N3.17 trillion surge in Nigerian equities.

The Norwegian energy services firm's stock jumps following the announcement, lifting sentiment on the Oslo exchange at the start of the week.

The energy major's upward revision signals resilient LNG demand, though Q2 volumes will still fall sharply from Q1 levels as geopolitical headwinds persist.

Rising input constraints hit manufacturers as global energy costs squeeze margins, adding to workforce reduction plans.

Steelmaker's support for domestic supply security contrasts with producer warnings over investment deterrence and market confusion.

Malaysian futures gain for a second session, tracking strength in global vegetable oil markets and energy benchmarks.

The capacity booking underscores the joint venture's strategy to utilize the Balkan pipeline network for spot cargoes ahead of 2030, reinforcing Greece's role as a regional energy hub.

Government talks with oil majors aim to resolve operator claims of financial strain during the transition to the enhanced fuel subsidy mechanism.

Nifty 50 ticks up 0.10% to 24,453, supported by renewed foreign investor interest and softer energy prices.

Allegations of substandard concrete in the foundations of Guyana's flagship GTE plant raise execution risks for the country's domestic power transition.

Editorial calls for structural reforms to unlock capital, as emerging-market supply hurdles persist amid broader crude pullback.

Bullish technical setups in Tata Steel and Maruti Suzuki draw fresh broker recommendations as foreign buying supports a fourth straight session of gains.

Finance Minister II Amir Hamzah Azizan will engage with oil companies to address financial losses incurred by petrol station operators during the transition to the new diesel subsidy framework.

Reports of total gas station losses in Sumy add to fears of broader logistical strain, keeping upward pressure on energy markets amid ongoing strikes.

Failure to notify semi-annual adjustments by July 1 breaches a structural benchmark under the $7bn EFF, complicating Islamabad's efforts to maintain cost-recovery levels.

Delay in notifying semi-annual price changes breaches a key condition of the $7bn EFF program, raising questions over compliance and energy sector stability.

GIFT Nifty futures point to a constructive start for Indian markets, supported by easing energy costs and resilient domestic fundamentals despite regional headwinds.

Oil prices stabilize near $72 a barrel, with market focus shifting from geopolitical headlines to the balance between growing production capacity and demand recovery.

Calls for public funding of a Pacific oil route clash with market principles, even as political support for a 1-million-bpd project grows.

Energy markets pause their volatility while US equities surge, driven by AI optimism and stabilizing geopolitical risk premiums.

Oil prices extend a sharp weekly decline, with the benchmark contract down roughly 9% as traders digest weakening demand signals and persistent inventory build-ups.

Nigerian energy firm Oando reports a 32% surge in annual earnings, driven by ramped-up production from its former Agip portfolio.

Rivalry for Asian demand forces Riyadh to widen price cuts, adding downward pressure on global benchmarks amid softening regional appetite.

Escalating attacks on gas stations in eastern and northern Ukraine threaten local fuel availability, adding to the volatility in regional energy logistics as Kyiv intensifies strikes on Russian refineries.

The approved budget represents a significant increase from the ₦7.28 trillion collected in 2025, signaling aggressive fiscal expectations for the agency.

Long lines for gasoline in western Siberia underscore the operational impact of strikes on Russia’s largest refinery, adding to supply-side pressure on global energy markets.

Furniture rental startup joins a crowded Indian listing queue as SEBI clears the offer for sale, adding to a wave of retail and industrial debuts.

Tight supply fundamentals persist despite the milestone, with LNG flows at a 22-month low and injections down 19% year-on-year, keeping upward pressure on European natural gas prices.

The deal underscores Essar's expanding footprint in global energy trading as it secures long-term supply chains.

The attack on Russia's largest fuel processing facility, located over 2,500 km from the front, underscores the expanding reach of Ukrainian long-range capabilities and persistent threats to Russian energy infrastructure.

Sudhakar Rao Desai outlines structural headwinds for edible oils at Shanghai conference, underscoring supply-side risks for traders.

SB1 Markets maintains a buy rating on the Norwegian composite materials maker, citing a new revenue stream from gas-powered data centers in the US.

Federal government insists retailers must align pump prices with current global crude benchmarks, rejecting claims that legacy inventory costs warrant elevated rates.

Energy Minister Eli Cohen announced the competitive bidding for five new blocks, aiming to secure domestic supply and export capacity amid regional volatility.

Liander sees potential for growers to stabilize the electricity network, yet the industry remains caught between decarbonization mandates and operational reliance on natural gas.

Federal authorities bring together key market players to negotiate fair fuel prices following recent directives to lower pump costs amid falling global crude benchmarks.

Government rollout of Gas Yetu starter kits in Nyandarua signals continued push to shift domestic cooking from biomass to cleaner fuels, adding to regional demand tailwinds.

The purchases by India’s state refiners add to demand pressure on global crude markets, following record import volumes in June.

Corporate actions and sector strength fuel a sustained rally in Greek markets, pushing key names to fresh peaks amid a broader 17-year high.

The UK major offloads its Canadian offshore stake to partner Equinor, accelerating its portfolio shift toward higher-return assets.

The 63MW Stalpu 2 facility marks the Greek group's initial step into integrated power-and-storage assets outside its home market.

The link strengthens Southeast Europe's supply web as Athens expands long-term gas arrangements across the region.

HDFC Bank's quarterly update and easing energy costs drove the Sensex up 521 points, extending the market's winning streak into a new week.

Wall Street stocks rallied on Monday as the prospect of a formal peace agreement between the United States and Iran injected a wave of relief into risk assets, easing the immediate threat of an oil price shock.

The ₹3,400 crore project doubles throughput at the Chennai facility, reinforcing India’s push to raise natural gas share in the energy mix and supporting regional supply security.

East coast suppliers are negotiating directly with manufacturers to avoid forced oversupply under the proposed policy, aiming to balance affordability with market stability.

The finalized deals with YPF de-risk the $20bn LNG export project, signaling renewed international capital appetite for Argentine shale despite macro headwinds.

Georgetown aims to attract remote workers as the nation seeks to broaden its economic base beyond the Stabroek Block oil surge.

A court ruling freeing Canacol Energy from its supply obligations tightens Colombia’s already strained natural gas market just as a dry El Niño pattern threatens to reduce hydroelectric output.

350,000 customers wagered on the round-of-16 fixture, marking the highest single-match volume in the state operator's history.

Strong deposit growth signals liquidity stability for the lender, yet rising input costs and fading tax incentives threaten the core vehicle financing engine.

President Prabowo Subianto is set to officiate the groundbreaking of the Abadi Masela project, accelerating Indonesia's push to expand LNG supply capacity in the Maluku region.

BSE Sensex and Nifty 50 hit fresh highs on Monday, driven by broad-based buying in financials and a retreat in oil prices that eased inflationary concerns.

Iraq's flagship export grade extends losses as SOMO deepens discounts to clear inventory, signaling persistent softness in regional demand.

Lower energy costs fuel a sixth straight day of gains for the broad index, while heavy tech weighting drags the benchmark Nikkei lower.

Jakarta clarifies eligibility criteria for capped gas rates, aiming to shield manufacturers from global volatility while managing state subsidies.

Equities rally on currency support and firmer oil prices, extending the peso's post-election recovery.

New analysis highlights the strategic role of the Lagos corridor link in boosting domestic gas supply and industrial productivity.

Traders advised to wait for a breakout above ₹320 or below ₹295 as momentum fades following a sharp reversal of a two-week downtrend.

Digital tracking of 1kg packets has reduced diversion to the black market, easing pressure on domestic edible oil availability.