Our View

Ending Exemptions on Iran Sanctions Could Raise Crude Prices 70%


The announcement from Washington that exemptions from the sanctions on Iran will not be renewed could trigger an increase in the precautionary demand for inventories across the globe. Read more here.

Graph of the Week/IMO 2020 Watch™

This week’s graph compares the movement of total open interest in crude oil futures to that of crude prices. Read more here.


To view the latest IMO 2020 Watch™, click here.

Santayana Moments (April 22, 2019) -- Over the next twelve to twenty-four months, the chronicle of environmental regulation will likely be expanded by another example of regulatory rigidity accompanied by market turmoil.

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