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>OPEC lowered its 2025 oil demand growth forecast to 1.3m bpd from 1.45m bpd, while the IEA and EIA also revised forecasts down to 0.90m bpd and 0.73m bpd, respectively.</li>
<li>The EIA significantly lowered its 2025-2026 crude oil price outlook, citing the dual impact of Trump's tariffs and OPEC+'s decision to boost output.</li>
<li>U.S. tariffs and China's retaliatory measures are injecting uncertainty into global oil trade and refining margins.</li>
</ul>


OPEC lowered its 2025 oil demand growth forecast to 1.3m bpd from 1.45m bpd, while the IEA and EIA also revised forecasts down to 0.90m bpd and 0.73m bpd, respectively.
The EIA significantly lowered its 2025-2026 crude oil price outlook, citing the dual impact of Trump's tariffs and OPEC+'s decision to boost output.
U.S. tariffs and China's retaliatory measures are injecting uncertainty into global oil trade and refining margins.


OPEC, EIA, and IEA Lower Oil Price Projections; Natural Gas Expected to Be Resilient

Crude Oil

OPEC, EIA, and IEA Lower Oil Price Projections; Natural Gas Expected to Be Resilient