Here’s the latest news and analysis on the oil market https://t.co/vguh99qLU3 ...

July 22, 2025 06:35 PM GMT RESEARCH Commodities The Oil Manual – Chartbook: 200 Charts that Decode the Oil Market Source: Shutterstock Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision. For analyst certificati ...

Financial Performance - SLB earnings demonstrate resilience in the market, international growth, and margin expansion [2] - The company is well-positioned for the year [2] Market Dynamics - Oil and gas fundamentals are intact [4] - OPEC+ decision to release more supply coincides with summer demand, China stock refilling, and low global inventory [4][5] - The effect of added supply has not significantly impacted the community [5] - Optimism remains that the resilience of the oil market will stay in place [5] - Short cycle market adjustments are expected, possibly in North America [6] - Long duration and long cycle markets, such as capacity expansion in the Middle East and deepwater assets, will continue to see investment [6] ChampionX Deal & Recovery Market - ChampionX has a best-in-class portfolio [7] - Customers prioritize getting more barrels with existing assets by increasing operating and capital efficiency while lowering emissions [7] - ChampionX portfolio complements SLB's portfolio with full technology solutions [7] - The recovery market is a growing and exciting market opportunity [8] - SLB can transform the recovery market by adding integration, digital capability, and subsurface expertise [8] - Unlocking recovery of existing assets adds more reserves, barrels, and sustained production [8] - Champex portfolio complements SLB's portfolio both internationally and in North America [9]

July 15, 2025 03:45 PM GMT The Oil Manual | Europe M Idea So Is the Oil Market Actually Tight? Or Not? After summer strength wanes, we expect the oil market to return to a sizeable surplus. However, the intermediate floor in oil prices is likely provided by storage economics, not yet by shale break-evens. This still likely drives Brent prices down, but probably not below $60/bbl. Charlotte Firkins Research Associate Charlotte.Firkins@morganstanley.com +44 20 7425-3866 Amy Gower (Amy Sergeant), CFA Commoditi ...

Core Insights - The IEA monthly report indicates that price indicators suggest a tighter actual oil market than the significant surplus reflected in the balance [1] Group 1 - The report highlights a discrepancy between the perceived surplus in the oil market and the actual market conditions, suggesting increased tension [1]

Saudi Arabia is exporting crude at the fastest rate in over a year as the OPEC+ leader presses on with a strategy to recoup its share of global oil markets https://t.co/xIgu0VUVGs ...

I want to get your reaction to not only the US stock futures but also the oil market considering what we saw from the president if you go on social media of course. Uh the president posting about the potential for regime change over in Iran saying it's not politically correct but basically uh positing whether or not that might be the right decision there. Surprised that we're seeing such a muted reaction again in equities and in oil after this? It is. I was talking to people over the weekend and I was like, ...

June 17, 2025 04:01 AM GMT North American Energy | North America Navigating Geopolitical Risks & Stronger Oil WTI has rallied ~20% in June alongside rising geopolitical risks. Near-term strength could continue, but prices are biased lower in 2H25 absent supply disruption. Post recent moves, we revisit views across the Energy Sector. From here, we remain selective with a defensive bias & prefer gas over oil. Key Takeaways The Extel Survey is now open. We would greatly appreciate your support for the Joy.Golu ...

[CC may contain inaccuracies] How important is the Strait of Hormuz right now. And even if we don't necessarily see a closure or just disruptions in that region. I mean, massively important, 20% of the world's oil is flowing there and the roughly equivalent amount of the world's gas.What is particularly challenging right now is some of the jamming that's happening on GPS devices and the like, which which is a concern. The Strait of Hormuz is, at the end of the day, the artery through which the world's energ ...

barrel for the first time since mid January as uncertainty around the Iran-israel conflict rages on. President Trump earlier today saying he has not made a final decision on whether the United States will directly strike the Islamic Republic, but that Iran does want to come to the negotiating table. So for more on the oil market volatility, RBC's global head of commodity strategy is Helima Croft.She joins us now. She's also a CNBC contributor. Halima, I understand you were just at a roundtable sort of discu ...