Geopolitical risks appear to be a recurring theme impacting global markets and can have a significant influence on the short and medium term direction of asset prices. ‘Political risk’ and ‘geopolitical risk’ are terms often used interchangeably, but for analytical purposes, it can be useful to distinguish between the two.… Read the article
Yesterday’s announcement by OPEC (The Organisation of Petroleum Exporting Countries) on cutting oil supply marks a significant change in strategy and effectively provides a back-stop for the oil & gas industry. OPEC said that it will reduce oil supply by 1.2 million barrels per day (mb/d) with a… Read the article
As OPEC (Organisation of Petroleum Exporting Countries) meets on 30 November to decide on production cuts, much uncertainty remains regarding OPEC’s collective appetite to reduce production, how the reduction will be apportioned and the likely timing of the mooted cuts.
We should not take OPEC’s actions lightly though as the… Read the article