Argus Chief Economist David Fyfe explores the global events impacting commodity markets. Through podcasts and blog posts, this series looks at the micro issues affecting one or more markets, and places them in a macro context. Listen or read to be kept informed of the latest developments.
Argus podcast episodes are available on a variety of podcast platforms as well as the Argus Blog, where each episode can be streamed and is provided with a full transcript and related links.
17 十二月 2020
China’s imports of key commodities, totalling 2 billion tons and covering energy, agricultural products and metals, were up by a robust 7% year-on-year (y-o-y) during January-November 2020, with iron ore, soy, meat products and crude oil the strongest performers.
Filter:亚太地区 英语 Agriculture 煤炭 原油 化肥 液化石油气/NGL 金属 天然气/LNG 化工品
10 十二月 2020
Sentiment may be shifting to the upside for a US shale sector that recently took a standing count, but is it premature to herald fledgling recovery for a sector battered by collapsing demand, slumping prices, capital starvation, bankruptcies and an incoming Biden Admini...
Filter:原油 全球市场 北美 英语
17 十一月 2020
Events since early November have boosted equities, strengthened crude oil prices, placed a floor under the USD index and moderated some of the recent safe-haven demand for gold.
Filter:原油 成品油 全球市场 英语 非洲 欧洲 拉丁美洲和加勒比地区 中东 北美
02 十一月 2020
Intra-day crude volatility has doubled since early-September, on renewed uncertainty over Opec+ intentions, recovering Libyan production, weakening oil demand amid resurgent Covid-19 and, not least, a fractious US Presidential and Senate election campaign, which may see...
Filter:原油 北美 英语
26 十月 2020
The annual autumn glut of energy outlooks shows disparate potential global oil demand levels by 2040, with Covid-19’s aftermath now augmenting energy transition pathways as a source of uncertainty.
Filter:原油 全球市场 英语 化工品 运输 非洲 亚太地区 欧洲 拉丁美洲和加勒比地区 北美
30 七月 2020
The Covid-19 caseload is rising again and commodity markets have lost some of their earlier optimism, so a steady hand will be required to implement policies that help avoid another phase of blanket lock-down.
Filter:原油 金属 全球市场 英语 非洲 亚太地区 欧洲 拉丁美洲和加勒比地区 中东 北美 化肥 天然气/LNG
22 六月 2020
As summer arrives and the world emerges from lock-down, hopes are high for gradual economic and oil demand recovery. Alongside reasonable levels of Opec+ discipline, this could help place a floor under crude prices. But whisper it quietly, a bleaker scenario also exists...
Filter:原油 全球市场 英语 非洲 亚太地区 欧洲 拉丁美洲和加勒比地区 中东 北美
22 五月 2020
US shale’s decline and recovery trajectory from 2014-2017 is unlikely to be replicated this time around. A different market backdrop, financial pressures and sector consolidation all point towards a “hockey stick” path, with a steep decline and shallower recovery likely...
Filter:原油 北美 英语
13 四月 2020
Argus Media Chief Economist David Fyfe reviews last week's Opec+ and G20 meetings and the resulting, highly-anticipated crude oil production cut agreement.
Filter:原油 全球市场 非洲 亚太地区 欧洲 FSU 拉丁美洲和加勒比地区 中东 北美 英语
06 四月 2020
British Labour Prime Minister Harold Wilson said during the 1960s that “a week is a long time in politics”. If so, a month seems like an eternity for an oil market buffeted by coronavirus and the Opec+ fracturing that took place on 6 March in Vienna.
Filter:原油 成品油 全球市场 英语 亚太地区 欧洲 拉丁美洲和加勒比地区 中东 北美
24 三月 2020
Argus Chief Economist David Fyfe considers more broadly the changes this cruel coronavirus episode might force upon international commerce, global relations and the commodity markets.
Filter:原油 成品油 全球市场 英语 非洲 亚太地区 欧洲 FSU 拉丁美洲和加勒比地区 中东 北美 煤炭 化肥 液化石油气/NGL 金属 天然气/LNG 化工品 运输
12 三月 2020
Riyadh may have decided the strategy of pursuing price, rather than market share, which served it well in the past, is now just too big a stretch.
Filter:原油 全球市场 英语
04 三月 2020
Nailing jelly to the wall…continuously: Uncertain times call for exceptional measures. That’s what confronts Opec+ producers as they meet on 5 and 6 March in Vienna.
Filter:原油 全球市场 英语
21 二月 2020
As the petroleum industry gathers in London for its annual IP Week jamboree, it seems assailed on several fronts along its planning horizon: economic downturn and coronavirus in the short-term; consolidation and slower supply growth from US shale in the medium-term; and...
Filter:原油 成品油 全球市场 英语
27 十一月 2019
Early indications suggest that Opec+ may simply extend their existing output deal beyond March 2020 when they meet on 5-6 December in Vienna. Broader commodity markets have shifted higher amid signs of an imminent stage-one US-China trade deal, and the IMO 2020 bunker r...
Filter:原油 全球市场 英语 非洲 中东 拉丁美洲和加勒比地区 欧洲
07 八月 2019
From the Economist's Chair: The geopolitics of crude - Trade disputes, sanctions and changing trade flows. Geopolitics remain pivotal in influencing crude prices and investor sentiment – to both the upside and downside.
Filter:原油 全球市场 英语 成品油 非洲 亚太地区 欧洲 拉丁美洲和加勒比地区 中东 北美
12 七月 2019
Welcome to the first in our blog post series from David Fyfe, Chief Economist at Argus Media. In this episode, Dr. Rouben Indjikian, lecturer in energy and commodities at Webster University Geneva speaks to David about the state and future of global energy.
Filter:全球市场 原油 成品油 英语 亚太地区 欧洲 中东 北美