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Trump has said he wants to lower gas prices — which currently average $3.07 per gallon — to below $2 a gallon. But the American oil industry is already booming and increasing output doesn’t mean gas prices will drop. After oil prices shot up in 2022 in the wake of Russia’s invasion of Ukraine and the sanctions on Russian oil imposed by western countries, major oil companies reported record profits. But are we going to increase oil production by another 50%? OPEC+, a group of leading oil-producing countries, even delayed plans to increase production because of concerns about excess supply.
Persons: Donald Trump, ” Trump, Trump, Chris Wright, Wright, Andy Cross, Andy Lipow, ” Lipow, “ It’s, Biden, , Bob McNally, George W, Bush, CNN’s David Goldman, Matt Egan Organizations: CNN, Liberty Energy, Liberty, Denver Post, US Energy Information Administration, P, Insights, Eurasia Group, Texas Intermediate, OPEC, Lipow Oil Associates, Energy, Oil Locations: Denver, States, Saudi Arabia, Russia, Eurasia, Ukraine, China, OPEC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina driving oil markets in a 'different way' this year: S&P GlobalKang Wu, Global Head of Oil Demand Research at S&P Global, talks about China's impact on oil markets, and flags the persisting challenges for the country's oil demand.
Persons: Kang Wu Organizations: of Oil Demand, P Global Locations: China
Oil prices slipped in early Asian trading on Monday after a survey on Friday showed weaker U.S. consumer demand and as traders awaited the release of key economic data from China, the world's biggest crude importer. That followed prices slipping on Friday after a survey showed U.S. consumer sentiment fell to a seven-month low in June, with households worried about their personal finances and inflation. Economic data from China on Monday will set the tone for commodity markets this week, ANZ analysts said in a note. Producer and consumer data last week showed the country is still grappling with deflation. Markets in key oil trading hub Singapore and other countries in the region were closed for a public holiday on Monday.
Organizations: Global, Brent, . West Texas, ANZ Locations: Houston, Houston , Texas, China, Singapore
Saudi energy minister Abdulaziz bin Salman on Oct. 5, 2022. And transitioning means that even our oil company, which used to be an oil company, became a hydrocarbon company. The Saudi energy minister on Monday qualified the decision was not made hastily and was the product of a continuous review of market conditions. "Why should we be the last country to hold energy capacity, or emergency capacity, when it is not appreciated? the Saudi energy minister said.
Persons: Abdulaziz bin Salman Organizations: Bloomberg, Getty, Aramco, Energy, International Petroleum Technology, Monday, of, Petroleum Locations: Aramco, Saudi, Dhahran, Saudi Arabia, Riyadh, Moscow
OPEC and the IEA expect China's oil demand to show growth in 2023 of 7.6% and 12.1%, respectively. OPEC has dismissed fears of that demand growth for oil in China is fading, describing negative sentiment as "overblown" in a recent report. OPEC's forecasts show China accounting for 24.6% of global oil demand growth in the first half of 2024, according to Reuters calculations. Consultancies Wood Mackenzie, Rystad Energy and Energy Aspects respectively forecast China's first-half 2024 oil demand to grow by 3.7%, 4.0% and 4.4% versus the same period in 2023. Energy Aspects expects first-half diesel demand to be flat from a year earlier.
Persons: Aly, Consultancies Wood Mackenzie, Rystad, Lin Ye, Xia, Andrew Hayley, Simon Cameron, Moore Organizations: REUTERS, Rights, of Petroleum, International Energy Agency, OPEC, Rystad Energy, JET, Reuters Graphics Reuters, National Bureau of Statistics, Thomson Locations: Zhuhai, China, Rights BEIJING, OPEC, Russia, Beijing
A view shows the logo of the Organization of the Petroleum Exporting Countries (OPEC) on their headquarters in Vienna, Austria, June 2, 2023. The conflict has led many analysts, oil market watchers and politicians to draw parallels with the 1973 OPEC embargo, when Arab oil producers cut off oil exports to several allies of Israel, including the United States and Britain, following the Israeli-Arab war that year. Analysts and OPEC sources, however, say that the energy world today is far different from 50 years ago, and play down any possibility of a new embargo. Last month, Iranian Foreign Minister Hossein Amirabdollahian urged members of the Organisation of Islamic Cooperation (OIC) to impose an oil embargo and other sanctions on Israel and expel all Israeli ambassadors. The embargo led to severe shortages with long queues forming at gas stations.
Persons: Leonhard Foeger, Israel, Hossein Amirabdollahian, Ayatollah Ali Khamenei, Ebrahim Raisi, JPM Morgan, Giovanni Staunovo, Morgan Bazilian, Mark Heinrich, Jason Neely Organizations: Organization of, Petroleum, REUTERS, Hamas, of, Reuters, Iranian, of Islamic Cooperation, OIC, Arab, Israel, GCC, Gulf Cooperation, UBS, Payne Institute, Thomson Locations: Vienna, Austria, Gaza, Iran, Israel, United States, Britain, Russia, OPEC, Riyadh, Saudi Arabia, Netherlands, Japan, U.S, Asia, China, India
Chevron Chief Executive Mike Wirth also said he thinks oil will cross $100 per barrel in a Bloomberg News interview. Saudi Arabia and Russia this month extended a combined 1.3 million barrels per day (bpd) of supply cuts to the end of the year. Saudi Arabia's energy minister, Prince Abdulaziz bin Salman on Monday defended OPEC+ cuts to oil market supply, saying international energy markets need light-handed regulation to limit volatility. China, considered the engine of oil demand growth, is a key risk because of its sluggish post-pandemic economic recovery, though its oil imports have remained robust. "The high-for-longer mantra would ultimately have a negative impact on economic growth and would affect oil demand."
Persons: Tatiana Meel, Brent, WTI, Fiona Cincotta, Mike Wirth, Prince Abdulaziz bin Salman, Callum Macpherson, Tamas Varga, PVM's Varga, Arathy Somasekhar, Natalie Grover, Florence Tan, Sudarshan, David Goodman, Timothy Gardner Organizations: REUTERS, Rights, Brent, U.S, West Texas, Citi, Monday, Chevron, Bloomberg, ANZ, XM, U.S . Federal, Thomson Locations: Nakhodka, Russia, Saudi Arabia, Ukraine, China, Saudi, Investec, Europe, Houston, London, Singapore
Oil prices continue to rally on tight supply
  + stars: | 2023-09-18 | by ( Natalie Grover | ) www.reuters.com   time to read: +2 min
Oil tankers sail along Nakhodka Bay near the port city of Nakhodka, Russia August 12, 2022. China, considered the engine of oil demand growth, remains possibly the biggest risk because of its sluggish post-pandemic economic recovery. "Lack of protracted progress, nonetheless, will be viewed as a major setback on the demand side," said Tamas Varga of oil broker PVM. "The high-for-longer mantra would ultimately have a negative impact on economic growth and would affect oil demand." "The question is, will the Saudis continue to maintain the deficit given the risk that higher prices must surely, at some point, stimulate US shale (oil output)," Investec analyst Callum Macpherson said.
Persons: Tatiana Meel, Brent, WTI, Tamas Varga, PVM's Varga, Callum Macpherson, Natalie Grover, Florence Tan, Sudarshan, David Goodman Organizations: REUTERS, Brent, West Texas, XM, U.S . Federal Reserve, Thomson Locations: Nakhodka, Russia, Saudi Arabia, Ukraine, Europe, China, London, Singapore
Saudi Arabia sparked international outrage in 2018 after Washington Post columnist Jamal Khashoggi was murdered at the Saudi consulate in Istanbul, and continues to face accusations of human rights violations. Despite this, little has been able to stop Saudi Arabia from exerting more and more influence on the global stage. GettyImages/Unsplash/NeomLike many countries, Saudi Arabia's economy suffered when the pandemic struck in 2020, but the only way has been up since then. Chris Trotman/LIV Golf via Getty ImagesBoth at home and far away, Saudi Arabia hasn't shied away from investing boatloads of cash. The total hit 32.2 million in May with a median age of 29, according to Saudi Arabia's General Authority for Statistics.
Persons: Prince Mohammed Bin Salman, Jamal Khashoggi, It's, Ahmed Jadallah, Saudi Arabia's, Sergio Garcia, Chris Trotman, LIV, Saudi Arabia hasn't, Yasir Al, Jasmin Merdan, Abdullah Al, Prince Abdulaziz bin Salman al, Saud, JOE KLAMAR Organizations: Service, Washington Post, Bank, IMF, REUTERS, Saudi Aramco, King, King Abdullah Economic City, Getty, Public Investment Fund, MBS, Newcastle United, LIV, PGA, Saudi, Reuters, Saudi Arabia's, Authority, Statistics, Gulf States Energy, United Arab Emirates, Arab League Locations: Saudi Arabia, Wall, Silicon, Gulf, Saudi, Istanbul, Gulf Kingdom, Ahmed Jadallah Saudi Arabia, King Abdullah, Jasmin Merdan Saudi's, Riyadh, Arab, Vienna, AFP, Kuwait, UAE, Qatar
NEW YORK, July 24 (Reuters) - Oil prices climbed about 2% to a near three-month high on Monday on tightening supply, rising U.S. gasoline demand, hopes for Chinese stimulus measures and technical buying. The 200-day moving average had been a key point of technical resistance for both benchmarks since August 2022. Strong demand and worries about supply issues boosted U.S. gasoline futures to their highest level since October 2022. Higher interest rates increase borrowing costs and can slow economic growth and reduce oil demand. Analysts at Deutsche Bank said demand for oil in China "is now surpassing expectations," which "helps to add confidence in the ability of China to make up (two-thirds) of oil demand growth this year."
Persons: Brent, Bob Yawger, isn’t, Edward Moya, Jerome Powell, Christine Lagarde, Scott Disavino, Noah Browning, Florence Tan, Emily Chow, Susan Fenton, Matthew Lewis Organizations: YORK, U.S, West Texas, WTI, Mizuho Bank, Organization of, Petroleum, Citi Research, Fed, European Central Bank, ECB, Reuters, Deutsche Bank, Thomson Locations: Brent, Russia, OPEC, Europe, U.S, China, New York, London, Singapore
That has hurt shares of energy companies: after soaring in 2022, the S&P 500 energy sector (.SPNY) has lost nearly 10% this year, making it the index’s worst performing sector. Most investors believe central bank interest rate hikes to fight inflation should keep a lid on global growth for the time being. Yet some are positioning for a rebound in energy shares, drawn by attractive valuations and signs the U.S. will continue to stave off an economic downturn. Stan Majcher, a portfolio manager at Hotchkis & Wiley, is among those counting on oil prices rebounding due to tight supply. “If you don’t get it, the path of least resistance is for oil prices to move much higher," he said.
Persons: Brent, David Lefkowitz, Baker Hughes, Stan Majcher, Refinitiv, Charles Lemonides, Sam Peters, David Randall, Lewis Krauskopf, Ira Iosebashvili, David Gregorio Our Organizations: YORK, UBS Wealth Management, UBS, Federal Reserve, TD Securities, . West Texas, Brent, U.S, drillers, Hotchkis, Wiley, Kosmos Energy Ltd, Bank of America Survey, Hess Corp, Occidental Petroleum Corp, ClearBridge Investments, Thomson Locations: U.S, China, Saudi Arabia
NEW YORK, June 20 (Reuters) - Oil futures fell about 2% in choppy trading on Tuesday on forecasts for slower growth of oil demand in China, the world's second-biggest oil consumer, and disappointment with the size of cuts in China's key lending rates. "Oil traders may need to see a materialised strong economic rebound in China to improve their outlook on oil demand," said Tina Teng at CMC Markets in Auckland. Higher interest rates ultimately increase borrowing costs for consumers, which could reduce oil demand by slowing economic growth. A stronger dollar makes crude more expensive for holders of other currencies, which can reduce oil demand. On the supply side, Iran's crude exports and oil output have hit new highs this year despite U.S. sanctions.
Persons: Brent, Edward Moya, Tina Teng, Thomas Barkin, Scott DiSavino, Noah Browning, Katya Golubkova, Andrew Hayley, David Goodman, Matthew Lewis Organizations: YORK, . West Texas, CMC Markets, China, Administration, Customs, . Federal Reserve, Richmond Fed, U.S ., Organization of, Petroleum, Thomson Locations: China, U.S, Auckland, Russia, New York, London, Tokyo, Beijing
The World’s Demand for Oil Is Set to Slow
  + stars: | 2023-06-14 | by ( Stanley Reed | ) www.nytimes.com   time to read: +1 min
Unease about prospects for global oil demand may account for this market malaise, analysts say. The agency’s report is likely to add to fears among oil traders that China, for decades the key driver of global oil demand growth, no longer performs this role. Growth in its consumption of oil is expected to slow, especially in the latter years of the forecast, which runs through 2028. There is a “dawning realization that China’s economic recovery from Covid isn’t producing the same sort of oil demand growth that China had prepandemic” said Henning Gloystein, a director at Eurasia Group, a political risk firm. These vehicles will mean that three million barrels a day of oil a day that might have been consumed will instead remain in the ground.
Persons: lockdowns, isn’t, prepandemic ”, Henning Gloystein Organizations: Brent, Eurasia Group, International Energy Agency Locations: Riyadh, China
Summary U.S. crude stockpiles rise 5 mln bbl -EIAReuters poll forecast 900,000 bbl U.S. crude drawdownIEA predicts demand will outpace supply by 2 mln barrels per dayTOKYO, May 17 (Reuters) - Oil prices settled up about $2 on Wednesday as optimism over oil demand and U.S. debt ceiling negotiations outweighed worries about abundant supply. West Texas Intermediate U.S. crude settled up $1.97 or 2.8% to $72.83. President Joe Biden and top U.S. congressional Republican Kevin McCarthy on Wednesday underscored their determination to reach a deal soon to raise the federal government's $31.4 trillion debt ceiling and avoid an economically catastrophic default. The International Energy Agency on Tuesday predicted demand would outpace supply by 2 million barrels per day (bpd) in the second half of the year, with China making up 60% of oil demand growth in 2023. Markets are in a "wait-and-watch mode" over the outcome of the debt ceiling negotiations, said Vandana Hari, founder of oil market analysis provider Vanda Insights.
SINGAPORE, May 15 (Reuters) - Oil prices fell on Monday as concerns about fuel demand in the top global oil consumers, the United States and China, offset bullish sentiment about tightening supplies from OPEC+ cuts and a resumption in U.S. buying for reserves. Brent crude futures fell 26 cents, or 0.35%, to $73.91 a barrel by 0638 GMT, while U.S. West Texas Intermediate crude was at $69.34 a barrel, down 20 cents, or 0.29%. Investors will scour China's slew of economic data on industrial output, fixed assets investment and retail sales in the week ahead for signs of oil demand improvement, she said. However, Iraq does not expect OPEC+ to make further cuts to oil output at its next meeting in June, said its oil minister, Hayan Abdel-Ghani. 1 crude importers, respectively, have been the key buyers of Russian crude since the European Union embargo started in December.
SINGAPORE, May 15 (Reuters) - Oil prices slipped on Monday as concerns about fuel demand at top global oil consumers U.S. and China offset optimism about tightening supplies from any OPEC+ cuts and a resumption in U.S. buying for reserves. Brent crude futures fell 43 cents, or 0.6%, to $73.74 a barrel by 0130 GMT while U.S. West Texas Intermediate crude was at $69.67 a barrel, down 37 cents, or 0.5%. Investors will scour China's slew of economic data on industrial output, fixed assets investment, and retail sales in the week ahead for signs of oil demand improvement, she added. However, Iraq does not expect OPEC+ to make further cuts to oil output at its next meeting in June, its oil minister Hayan Abdel-Ghani said. 1 crude importers, respectively, have been the key buyers of Russian crude since the European Union embargo started in December.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina and the developing world seen as real drivers of oil demand this year: S&P GlobalNick Coleman of S&P Global Commodity Insights says predictions that there will be a tighter oil market in the second half of the year will continue.
"Crude prices are rising on expectations that China's recovery will take hold and on supply outages from the earthquake that devastated Turkey," said Edward Moya, analyst at OANDA. The International Energy Agency (IEA) expects half of this year's global oil demand growth to come from China, the agency's chief said on Sunday, adding that jet fuel demand was surging. Operations at Turkey's 1 million barrel per day (bpd) oil export terminal in Ceyhan were halted after a major earthquake hit the region. The BTC terminal, which exports Azeri crude oil to international markets, will be closed on Feb. 6-8. The oil markets will closely watch the U.S. Federal Reserve's chair Jerome Powell's speech on Wednesday, analysts said.
Jet fuel this year will be the largest source of oil demand growth, says the International Energy Agency, which monitors energy consumption. In Singapore, jet fuel is trading around $122.30 per barrel, up 14% in the last two weeks. "Overall, we expect jet demand to increase significantly this year," he told an earnings call on Thursday, as air travel continues to rise. U.S. jet fuel inventories ended last year at 34 million barrels, the lowest since 1990, according to U.S. government data. Total jet fuel supplied, a proxy for demand, stood at 1.56 million barrels per day in 2022, the highest since 2019.
Aimee Dilger | ReutersOil prices are defying expectations and are barely higher on the year, as the outlook for oil demand continues to deteriorate for now. Higher oil prices next year? Analysts expect oil prices to increase next year. Morse said market dynamics have changed and oil demand growth will be smaller as a percentage of gross domestic product. "We are also looking for the peak of oil demand in this decade.
SINGAPORE, Nov 1 (Reuters) - Oil prices inched lower on Tuesday, extending losses of 1% from the previous session as more extensive COVID-19 curbs in China increased fears of slowing fuel demand in the world's second-largest oil consumer. U.S. West Texas Intermediate (WTI) crude fell 18 cents, or 0.2%, to $86.35 a barrel. "With China sticking to the zero-COVID policy, the oil demand outlook overshadowed a record of U.S. oil export data from last week," CMC Markets analyst Tina Teng said. Also weighing on sentiment was the world's largest independent oil trader Vitol saying that its sees signs of oil demand destruction, ANZ Research analysts said in a note. OPEC raised its forecasts for world oil demand in the medium-and longer-term on Monday, saying that $12.1 trillion of investment is needed to meet this demand despite the transition to renewable energy sources.
Oil prices edge lower as China Covid-19 woes dampen demand
  + stars: | 2022-11-01 | by ( ) www.cnbc.com   time to read: +2 min
Oil prices inched lower on Tuesday, extending losses of 1% from the previous session as more extensive Covid-19 curbs in China increased fears of slowing fuel demand in the world's second-largest oil consumer. U.S. West Texas Intermediate (WTI) crude fell 18 cents, or 0.2%, to $86.35 a barrel. "With China sticking to the zero-Covid policy, the oil demand outlook overshadowed a record of U.S. oil export data from last week," CMC Markets analyst Tina Teng said. Also weighing on sentiment was the world's largest independent oil trader Vitol saying that its sees signs of oil demand destruction, ANZ Research analysts said in a note. OPEC raised its forecasts for world oil demand in the medium-and longer-term on Monday, saying that $12.1 trillion of investment is needed to meet this demand despite the transition to renewable energy sources.
Summary OPEC raises 2030, 2045 oil demand forecastsMaintains view that oil demand will plateau after 2035Sees $12.1 trillion of oil investment needed to 2045ABU DHABI, Oct 31 (Reuters) - OPEC raised its forecasts for world oil demand in the medium-and longer-term in an annual outlook released on Monday and said$12.1 trillion of investment is needed to meet this demand despite the energy transition. Another decade of oil demand growth would be a boost for OPEC, whose 13 members depend on oil income. In the report, OPEC maintained its view that world demand will plateau after 2035.Other predictions from companies and banks see oil demand peaking earlier. ENERGY SECURITY DEMAND BOOSTThe report said world oil demand will reach 103 million barrels per day in 2023, up 2.7 million bpd from 2022. By 2030, OPEC sees world demand averaging 108.3 million bpd, up from 2021, and lifted its 2045 figure to 109.8 million bpd from 108.2 million bpd in 2021.
Oil falls on China COVID curbs and weak factory data
  + stars: | 2022-10-31 | by ( Noah Browning | ) www.reuters.com   time to read: +2 min
U.S. West Texas Intermediate (WTI) crude was down $1.49, or 1.7%, at $86.41 after losing 1.3% on Friday. "The purchasing managers' index (PMI) data contracting adds to the post-China congress party blues for oil markets. Chinese cities are stepping up zero-COVID curbs as outbreaks widen, dampening hopes of a rebound in demand. Strict COVID-19 curbs in China have hit economic and business activity, curtailing oil demand. China's crude oil imports for the first three quarters of the year fell 4.3% year on year for the first annual decline for the period since at least 2014.
U.S. West Texas Intermediate (WTI) crude was at $86.83 a barrel, down $1.07, or 1.2%, after settling down 1.3% on Friday. "The purchasing managers' index (PMI) data contracting adds to the post-China congress party blues for oil markets. Strict COVID-19 curbs in China have dampened economic and business activity, curtailing oil demand. A further risk to oil demand comes from Europe, said CMC Markets analyst Leon Li, as the continent "is likely to enter a recession this winter," he said. read moreThe warnings came just as U.S. oil exports rose to a record last week, partly pushing WTI prices up 3.4%.
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