Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>U.S. tariffs intensify strain on the petrochemical sector, shielding domestic producers while redirecting Chinese exports into Asia and leaving European firms most exposed.</li>
<li>Trade barriers amplify oversupply pressures, benefiting U.S.-centric petrochemical firms, granting Middle Eastern players new market share, and pushing Chinese exporters into low-margin Asian markets.</li>
<li>Global petrochemicals face a reset, exposing Europe’s vulnerabilities, capping Asian gains, and reinforcing domestic advantages for American producers.</li>
</ul>


U.S. tariffs intensify strain on the petrochemical sector, shielding domestic producers while redirecting Chinese exports into Asia and leaving European firms most exposed.
Trade barriers amplify oversupply pressures, benefiting U.S.-centric petrochemical firms, granting Middle Eastern players new market share, and pushing Chinese exporters into low-margin Asian markets.
Global petrochemicals face a reset, exposing Europe’s vulnerabilities, capping Asian gains, and reinforcing domestic advantages for American producers.


U.S. Petrochemical Companies Gain Ground as European Firms Falter in U.S.-China Trade War

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Global oil demand remains relatively healthy with little signs of a near term global recession</li><li>Sanctions on Russia and Iran could impact oil supply, but buyers are finding ways to navigate around restrictions</li><li>Non-OPEC supply is expected to outpace global demand, leading to a surplus and potentially pushing prices into the 60s by year end.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global oil demand remains relatively healthy with little signs of a near term global recessionSanctions on Russia and Iran could impact oil supply, but buyers are finding ways to navigate around restrictionsNon-OPEC supply is expected to outpace global demand, leading to a surplus and potentially pushing prices into the 60s by year end.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Risk premium out, storage premium in

Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

<ul><li>Asian gasoline market saw strengthening in mid August, with cracks rebounding to around $10 per barrel</li><li>Demand for non oxygenated low sulphur blend stocks increasing, driven by policy changes in Australia and the Middle East</li><li>Malaysia's subsidy increase for 95 RON gasoline impacting interron spreads and market volatility, potential challenges in transitioning to Eurofi standard gasoline by 2027</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Asian gasoline market saw strengthening in mid August, with cracks rebounding to around $10 per barrelDemand for non oxygenated low sulphur blend stocks increasing, driven by policy changes in Australia and the Middle EastMalaysia's subsidy increase for 95 RON gasoline impacting interron spreads and market volatility, potential challenges in transitioning to Eurofi standard gasoline by 2027This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Navigating the shifting tides of Asia’s gasoline market

<ul>
<li>WTI crude prices are on the way to close the week higher, supported by trade optimism, better economic data from the U.S., and ongoing geopolitical tensions.  </li>
<li>U.S. natural gas slips as mild weather, strong production, and unclear short-term demand weigh on prices.</li>
<li>Chevron adds John Hess to its board after merger approval; Shell tops Q2 estimates; Aramco partners with Cloudera to bring AI to energy.</li>
</ul>


WTI crude prices are on the way to close the week higher, supported by trade optimism, better economic data from the U.S., and ongoing geopolitical tensions.  
U.S. natural gas slips as mild weather, strong production, and unclear short-term demand weigh on prices.
Chevron adds John Hess to its board after merger approval; Shell tops Q2 estimates; Aramco partners with Cloudera to bring AI to energy.


[ETP 2025/31] WTI Climbs While Henry Hub Swings; Shell Beat Estimates; Aramco Bets on AI

<ul>
<li>WTI crude declined 1.4% for the week ending 25/Jul, pressured by oversupply concerns and renewed U.S. tariff threats, despite midweek gains from inventory draws and trade optimism.</li>
<li>The U.S. rig count fell by two to 542, marking its twelfth weekly fall in thirteen weeks. Oil rigs by seven to 415, marking its thirteenth consecutive weekly fall.</li>
<li>WTI OI PCR remained at 0.96 on 25/Jul compared to 18/Jul. Call OI inched up by 3.1% WoW, while put OI rose by 3.8%.</li>
</ul>


WTI crude declined 1.4% for the week ending 25/Jul, pressured by oversupply concerns and renewed U.S. tariff threats, despite midweek gains from inventory draws and trade optimism.
The U.S. rig count fell by two to 542, marking its twelfth weekly fall in thirteen weeks. Oil rigs by seven to 415, marking its thirteenth consecutive weekly fall.
WTI OI PCR remained at 0.96 on 25/Jul compared to 18/Jul. Call OI inched up by 3.1% WoW, while put OI rose by 3.8%.


[WTI Options Weekly 2025/30] WTI Slips Again as Supply Concerns Outweigh Trade Optimism

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

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Crude Oil (CL1 COM COMDTY)

U.S. Petrochemical Companies Gain Ground as European Firms Falter in U.S.-China Trade War

U.S. tariffs on petrochemicals shift global trade dynamics, benefiting American producers, Middle Eastern players, and low-margin Asian markets...

Mint Finance

Global Commodities: Risk premium out, storage premium in

Global oil demand remains relatively healthy with little signs of a near term global recession Sanctions on Russia and Iran could impact oil...

At Any Rate

Navigating the shifting tides of Asia’s gasoline market

The Asian gasoline market saw a strengthening trend in mid August, driven by increased demand for low sulphur blend stocks and higher octane...

Commodities Focus

[ETP 2025/31] WTI Climbs While Henry Hub Swings; Shell Beat Estimates; Aramco Bets on AI

WTI crude prices rise on trade optimism and geopolitical tensions, while U.S. natural gas prices fall due to mild weather and strong production....

Mint Finance

[WTI Options Weekly 2025/30] WTI Slips Again as Supply Concerns Outweigh Trade Optimism

WTI fell due to oversupply concerns and tariff threats, despite midweek gains from inventory draws and trade optimism. U.S. rig count continues to...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

U.S. Petrochemical Companies Gain Ground as European Firms Falter in U.S.-China Trade War

​U.S. tariffs on petrochemicals shift global trade dynamics, benefiting American producers, Middle Eastern players, and low-margin Asian markets...

Mint Finance

Global Commodities: Risk premium out, storage premium in

Global oil demand remains relatively healthy with little signs of a near term global recession Sanctions on Russia and Iran could impact oil...

At Any Rate

Navigating the shifting tides of Asia’s gasoline market

The Asian gasoline market saw a strengthening trend in mid August, driven by increased demand for low sulphur blend stocks and higher octane...

Commodities Focus

[ETP 2025/31] WTI Climbs While Henry Hub Swings; Shell Beat Estimates; Aramco Bets on AI

​WTI crude prices rise on trade optimism and geopolitical tensions, while U.S. natural gas prices fall due to mild weather and strong production....

Mint Finance

[WTI Options Weekly 2025/30] WTI Slips Again as Supply Concerns Outweigh Trade Optimism

​WTI fell due to oversupply concerns and tariff threats, despite midweek gains from inventory draws and trade optimism. U.S. rig count continues to...

Mint Finance

U.S. tariffs on petrochemicals shift global trade dynamics, benefiting American producers, Middle Eastern players, and low-margin Asian markets...

WTI crude prices rise on trade optimism and geopolitical tensions, while U.S. natural gas prices fall due to mild weather and strong production....

WTI fell due to oversupply concerns and tariff threats, despite midweek gains from inventory draws and trade optimism. U.S. rig count continues to...