67 posts · Page 3 of 7
By Frank O. Brannvoll, Brannvoll ApS, Denmark Geopolitical risk premiums slowly vanished and need new events to return. Meanwhile, at the start of June, the focus turned towards...
By Frank O. Brannvoll, Brannvoll ApS, Denmark Coal prices stabilised after their fall in early May as geopolitical developments as well as higher oil and gas prices played their...
By Frank O. Brannvoll, Brannvoll ApS, Denmark The war premium and geopolitical tensions eased during April and the energy market’s focus has again shifted towards the demand fac...
By Frank O. Brannvoll, Brannvoll ApS, Denmark Coal moved higher on the back of geopolitical tensions and was supported by oil and gas prices. Petcoke FOB picked up slightly from...
By Frank O. Brannvoll, Brannvoll ApS, Denmark Geopolitics once again dominated the energy complex. Fear of the Gaza conflict spreading towards Lebanon and Iran added a risk prem...
By Frank O. Brannvoll, Brannvoll ApS, Denmark Inflation is still playing a crucial role, as it remains stubborn and both the US Federal Reserve and the European Central Bank are...
By Frank O. Brannvoll, Brannvoll ApS, Denmark The oil price remains subject to a risk premium due to the Israel-Gaza conflict. Providing the situation does not escalate, the mar...
By Frank O. Brannvoll, Brannvoll ApS, Denmark The energy complex fell further in December but recovered by the end of 2023. In geopolitical terms, the Israel-Gaza conflict has s...
Coal, along with oil fell to US$100 on 21 December 2023, and OPEC+ introduced new cuts to support oil at US$75-80. However, oil rose due to naval attacks in the Red Sea and trou...
By Frank O. Brannvoll, Brannvoll ApS, Denmark The energy complex fell in November, with oil leading the way. The Israel-Gaza war continued but still without any contagion – and ...