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

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

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

Slow Crude Inventory Build Keeps Oil Prices Well Supported

Unexpected Surge in US Crude Oil Stockpile Highlights Inventory Discrepancies

Buildup in US Crude Inventory Slows Amid Expectations of a Pick up in Refinery Utilisation Levels

Energy Transition | AI | Shifting World Order, Mint Finance

Suhas Reddy

Energy Transition | AI | Shifting World Order

Commodities

<ul>
<li>As of the week ending 15/March, crude inventories fell more than expected (2 million barrels vs 900k barrels expected) led by higher exports and refinery activity.</li>
<li>Refineries operations have picked up faster than anticipated, with the utilization rate jumping from 80% in early February to nearly 88% by 15/Mar.</li>
<li>OPEC members like Iraq, UAE, Gabon, and Kuwait, have exceeded their production quotas, raising concerns about adherence.</li>
</ul>


As of the week ending 15/March, crude inventories fell more than expected (2 million barrels vs 900k barrels expected) led by higher exports and refinery activity.
Refineries operations have picked up faster than anticipated, with the utilization rate jumping from 80% in early February to nearly 88% by 15/Mar.
OPEC members like Iraq, UAE, Gabon, and Kuwait, have exceeded their production quotas, raising concerns about adherence.


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