Oil & Gas
Producers, refiners, oilfield services and the pipelines and tankers that move hydrocarbons. Profits track the price of crude and gas, set by OPEC+ supply decisions, inventories and world demand. Sensitive to the geopolitics of the shipping routes and to the policies steering consumption away from fossil fuels.
Latest analysis
Oil and gas stockpiles must last until March, the month the IMF assumes Hormuz reopens
Analysis ·