Intelligence for the Offshore Oil & Gas Industry
Section
Commodities, geopolitics, OPEC, energy prices
A queda de 18% nas importações chinesas de GNL sinaliza que a competição Ásia-Europa por oferta disponível está redistribuindo fluxos globais — com implicações para o posicionamento do Brasil nesse mercado.
O custo do conflito já supera as expectativas iniciais do mercado — e o desfecho ainda é incerto.
A founding member weighing an exit reshapes the geopolitics of quota discipline — and has indirect but real consequences for Brazilian oil pricing.
If Sinopec's assessment holds, the structural case for long-cycle pre-sal investment faces a tighter demand horizon than many operators planned for.
Washington's pledge of maximum financial pressure on Tehran and Iran's threat of a 'devastating' response put crude markets on alert — with downstream effects for Brazilian producers and planners.
A U.S. official's headline figure on Strait of Hormuz throughput is being questioned by industry data — and the uncertainty has pricing implications that reach Brazilian crude.
Trump anuncia isolamento financeiro do Irã; Brent sobe a US$ 95. Para o Brasil, a janela de exportação se abre — mas a volatilidade tem dois lados.
After ballistic missiles fell near UAE waters, Abu Dhabi suspended all trade ties with Tehran — a development with direct implications for tanker routing and crude pricing.
A 22% jump in Chinese crude imports sits uncomfortably alongside retail and industrial figures that missed expectations — a tension with direct read-through for Brazilian export volumes.
Recurring attacks on Russian refining capacity are tightening domestic fuel balances — a signal worth tracking for anyone reading global crude flows.
Rystad Energy revises Russia's production forecast downward. For Brazilian exporters, the structural question is how persistent this supply gap will be.
Um drone strike em um dos principais terminais de petróleo da Rússia coloca em foco a fragilidade das rotas de exportação que competem com o crude brasileiro nos mercados asiáticos.
A interrupção das operações com drones no porto de Novorossiysk, a pedido de Washington, expõe a fragilidade do equilíbrio entre objetivos militares e estabilidade do mercado global de petróleo.
Repeated strikes on Libya's western oil hub are pushing the NOC toward a force majeure declaration — a signal worth tracking for Atlantic crude markets.
The US is channelling confiscated vessels toward demolition rather than resale — a shift that narrows the operational pool for sanctions-linked oil trades.
Rumores sobre um possível embargo de exportações americanas foram desmentidos, mas o episódio expõe a fragilidade do equilíbrio entre oferta doméstica e mercados globais.
Washington signals a sustained economic squeeze rather than military action — a posture that leaves crude routing uncertainty unresolved for global buyers.
Itaú BBA projeta oscilações extremas nos preços de energia no segundo semestre, mesmo com médias mais baixas — e a baixa liquidez no mercado futuro amplifica o risco.
An eighth claimed attack on a Saudi oil tanker raises the operational calculus for any operator moving crude through the region.
Pela primeira vez no conflito, drones alcançaram infraestrutura de gás mediterrânea egípcia — um sinal de que instalações flutuantes de energia estão dentro do alcance operacional de atores não estatais.