Ewa Manthey's Comment & Analysis
A complete archive of Ewa Manthey's articles, including current analysis & comment - Page 2
Oil prices moved higher amid threats of tougher sanctions on Iran in the absence of a nuclear deal
Energy – Iranian Sanctions
ICE Brent rallied by almost 2.6% yesterday, reaching its highest since...
Oil and metals prices rose after the US and China said they will temporarily lower tariffs on each other’s products, with the US reducing its levies on most Chinese imports from 145% to 30% and China...
Crude oil extended its fall in the early trading session today as broader market concerns have weighed on the complex, while the latest inventory numbers from the American Petroleum Institute (API)...
Oil prices extended their declines this morning on a clouding demand outlook amid ongoing US tariff uncertainties and OPEC+ plans to increase output.
Energy – Oil Slides on Weakening Demand...
Crude oil ticked up slightly this morning as the market remains cautious amid the developing situation over trade talks between the US and China. Meanwhile, European natural gas prices continue to...
Growing disagreements between OPEC+ members have oil sitting out the broader risk-on move seen across financial markets as tariff tensions ease.
Energy – OPEC+ Struggles
While a risk-on move lifted...
Commodity markets are under significant pressure amid tariff threats. Uncertainty over how tense things could get is clouding the demand outlook. We’ve cut our forecasts
Oil Market Hit With Demand...
Oil prices had their worst day since 2022 thanks to new tariffs and a surprise OPEC+ supply increase hitting the market.
Oil prices took a big hit yesterday as a barrage of new tariffs raised...
Gold rose to a fresh record high at the start of the week as concerns of a global trade war bolster safe haven demand while copper continues its retreat from a nine-month high amid broader risk off...
Gold is one of the best-performing major commodities this year, up more than 14% year-to-date.
President Trump’s unpredictable trade policy has been the key driver for gold so far in 2025.
We see...