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.

Deep Fundamental Analysis

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Commodities

<ul>
<li>Global oil demand growth remains Asia-led. However, surging non-OPEC supply and swelling inventories threaten price stability, even as China’s stockpiling and resilient consumption cushion downside pressure.</li>
<li>EIA, OPEC, and IEA see diverging oil market paths, with non-OECD demand strong but excess supply, high inventories, and soft gas prices signalling a market leaning toward surplus.</li>
<li>While Asia powers demand growth, mounting supply from the U.S. and OPEC+, and elevated inventories weigh on prices, keeping crude markets stable yet tilted bearish into 2026.</li>
</ul>


Global oil demand growth remains Asia-led. However, surging non-OPEC supply and swelling inventories threaten price stability, even as China’s stockpiling and resilient consumption cushion downside pressure.
EIA, OPEC, and IEA see diverging oil market paths, with non-OECD demand strong but excess supply, high inventories, and soft gas prices signalling a market leaning toward surplus.
While Asia powers demand growth, mounting supply from the U.S. and OPEC+, and elevated inventories weigh on prices, keeping crude markets stable yet tilted bearish into 2026.


EIA, OPEC, and IEA Differ on Crude Oil Demand Outlook but Align on Asia-Led Demand Growth