Policy and research about U.S. Energy Information Administration. The publishing institution remains a separate field on every report.
Brent crude holds above USD 105/b even as prices drift about 0.6% lower to USD 105.33/b, with WTI down 0.7% at USD 97.30/b and on track for a near 6% weekly gain after Hurricane Isaias. EIA data show a 300k b/d US production drop, an 8.6m bbl fall in…
Brent trades near USD 104.70/b and WTI near USD 94.32/b as demand concerns offset Middle East geopolitical risk; the IEA now sees 2026 oil demand falling 2.6m b/d. Gold slumped over 1.3% to USD 4,105/oz after US September core CPI accelerated to 2.6% y/y,…
September US headline CPI reaccelerated to 3.7% year on year, above the 3.6% forecast, with gasoline up 34.2%. The 2-year Treasury yield spiked 16bp before reversing to about 4.73%, and the 10-year fell below 5.11% as weak risk sentiment drove a haven bid.…
OCBC Research argues the 2026 US midterms are a contest of weakness: Democrats are favoured to win both chambers, with the Democratic-sweep scenario carrying a 62% implied probability on Polymarket, but dissatisfaction with Republicans, not enthusiasm for…
Natixis argues that surging AI data center electricity demand, set to more than double globally from 415 TWh in 2024 to 945 TWh by 2030, will strain US, European and Japanese power infrastructure, where data centers could absorb 48%, 28% and 66% of…
OCBC's weekly macro view sees global demand stabilising unevenly, led by AI investment. The Fed keeps further rate hikes in play, supporting the USD but capping breakout odds, while French fiscal fears cap EUR upside. Indonesia's headline CPI rose to 3.3% YoY…
Oil rose 2% on reports the US could resume strikes on Iran before mid-term elections, with Brent above $102.30/bbl and WTI near $90/bbl. Attacks on shipping in the Strait of Hormuz and Gulf increased, and a tanker was stuck north of Qatar. EIA reported a…
The November 3 midterms could end unified government. The baseline, a Democratic House and a neck-and-neck Senate, implies legislative gridlock while the White House keeps leeway on tariffs, immigration, deregulation and foreign policy. Fiscal sticking…
US August trade deficit widened 13.7% to USD105.6bn on a USD2.4bn semiconductor import jump, underscoring the AI build-out. German factory orders fell 10.6% MoM. BoJ's Ueda flagged broadening inflation but tied further hikes to data; Fed's Daly conditioned…
Brent for December delivery trades near USD 101.60/b, up about 1%, and WTI is back above USD 90/b, up around 0.8%, as fighting in Yemen and the Bab al Mandeb waterway offset recovering Gulf flows. The API reported a 2.1m bbl draw in US commercial crude…
The S&P 500 rose 0.58% to a fourth straight record close of 7,818.93, while volatility eased across tenors and the MOVE index fell 7.39%. The US trade deficit widened 13.7% to $105.6 billion, above consensus. Brent crude traded near $101.5 after reversing a…
Brent is holding above $100 despite Middle East exports recovering near pre-war levels, as EIA now projects non-OPEC+ supply outside the region to fall about 0.5 mb/d in 2026 before rebounding 3.4 mb/d in 2027. CBA's John Oh cites Hormuz tanker-attack risk…