Enverus Intelligence

Supply, Demand & Pricing | Iran Risk Trumps Stock Glut

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In our newest edition, host Gibson Scott, Head of Intelligence at Enverus, reunites with Director of Macro Research Al Salazar and Senior Analyst Josie Mills to unpack the latest Fundamental Edge report and examine the shifting forces transforming global oil and gas markets.

 
What you’ll learn:

  • How temporary supply disruptions and increased Iranian risk are supporting oil prices.
  • Why sustained price premiums may delay the market rebalancing that is needed to draw down inventories and create the foundation for a more durable price recovery.
  • What to expect as disrupted barrels return to the market, including the likelihood of renewed stock builds and a forward curve that shifts into contango.
  • In natural gas, why near‑term demand was already soft even before recent winter storms, particularly within the power sector.
  • How this weaker demand profile creates downside risk for the summer natural gas price outlook.
    • ...more
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