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 Prices Surge on OPEC+ Decision, US Inventory Buildup Slows Momentum

Shrinking Inventories Lends Support to Oil Prices in the Near-Term

Slow Crude Inventory Build Keeps Oil Prices Well Supported

Unexpected Surge in US Crude Oil Stockpile Highlights Inventory Discrepancies

Energy Transition | AI | Shifting World Order, Mint Finance

Suhas Reddy

Energy Transition | AI | Shifting World Order

Commodities

<ul>
<li>Oil prices are buoyant as the market largely expects OPEC+ to keep the supply cut policy intact till June. </li>
<li>Global oil demand outlook improves as the US and China see pick up in manufacturing activity after one-and-a-half years and six months, respectively. </li>
<li>Russia decides to focus on reducing oil output rather than exports in Q22024, implying a surprise shift in policy.  </li>
</ul>


Oil prices are buoyant as the market largely expects OPEC+ to keep the supply cut policy intact till June. 
Global oil demand outlook improves as the US and China see pick up in manufacturing activity after one-and-a-half years and six months, respectively. 
Russia decides to focus on reducing oil output rather than exports in Q22024, implying a surprise shift in policy.  


Rising Geopolitical Tensions Propel Crude Oil Even as OPEC+ Will Likely Stay the Course