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 outlooks diverged in November as the EIA cut demand forecasts, and the IEA lifted projections. However, both agencies expect supply to grow faster than demand.</li>
<li>The EIA, IEA, and OPEC flag a rising risk of oversupply heading into 2026, noting that expanding production and already-elevated inventories could keep the market looser.</li>
<li>Strong U.S. LNG exports prompted the EIA to raise its Henry Hub forecasts, signalling price strength will rely more on robust export demand than on domestic consumption this winter.</li>
</ul>


Global oil outlooks diverged in November as the EIA cut demand forecasts, and the IEA lifted projections. However, both agencies expect supply to grow faster than demand.
The EIA, IEA, and OPEC flag a rising risk of oversupply heading into 2026, noting that expanding production and already-elevated inventories could keep the market looser.
Strong U.S. LNG exports prompted the EIA to raise its Henry Hub forecasts, signalling price strength will rely more on robust export demand than on domestic consumption this winter.


EIA, OPEC, IEA Sound Caution: Rising Supply and Inventories Threaten 2026 Price Stability

Crude Oil

EIA, OPEC, IEA Sound Caution: Rising Supply and Inventories Threaten 2026 Price Stability