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 maintains its 2025 oil demand growth forecast at 1.45m bpd, while the IEA lowered its estimate due to weaker-than-expected economic activity.</li>
<li>The EIA reduced its 2025 global liquid fuels production forecast to 1.4m bpd, down from 1.7m bpd, while maintaining its 2026 forecast at 1.6m bpd.</li>
<li>Rising non-OPEC+ production, led by the U.S., Canada, and Brazil, may result in an oversupplied market by late 2025.</li>
</ul>


OPEC maintains its 2025 oil demand growth forecast at 1.45m bpd, while the IEA lowered its estimate due to weaker-than-expected economic activity.
The EIA reduced its 2025 global liquid fuels production forecast to 1.4m bpd, down from 1.7m bpd, while maintaining its 2026 forecast at 1.6m bpd.
Rising non-OPEC+ production, led by the U.S., Canada, and Brazil, may result in an oversupplied market by late 2025.


OPEC Holds Demand Outlook as EIA and IEA Lower Forecasts; Henry Hub Prices Set to Climb Through 2026

Crude Oil

OPEC Holds Demand Outlook as EIA and IEA Lower Forecasts; Henry Hub Prices Set to Climb Through 2026