oil

Commodities

Goldman raises Brent oil forecast to US$100 as rally builds

Oil’s rally has rekindled talk of the possibility of US$100-a-barrel pricing
Tick tock tick tock … time is running out ... Malaysia needs a credible fiscal consolidation plan now - THE EDGE SINGAPORE

Tong's Portfolio

Tick tock tick tock … time is running out ... Malaysia needs a credible fiscal consolidation plan now

Relying on oil to fund persistent operating deficit is neither wise nor sustainable
Russia's mutiny underscores oil's fragility - THE EDGE SINGAPORE

Geopolitics

Russia's mutiny underscores oil's fragility

We’ve had a powerful, if brief, reminder of how much havoc even one bloke might wreak on our energy system

Company in the news

Singapore oil trader OK Lim on trial in US$3.5 billion case

Hin Leong’s fallout was the biggest among a string of failures across Singapore’s commodities sector in recent years.

Commodities

Goldman Sachs no longer sees oil reaching US$100 this year

The bank’s analysts now see Brent reaching US$94 a barrel for the 12 months ahead

Results

Rex International ends FY2022 with earnings of US$0.4 mil, contrary to earlier profit warning

Besides a final dividend of 0.5 cent for FY2022, Rex may pay an interim dividend for 1HFY203

Geopolitics

War in Ukraine to transform global energy markets

The global economy will fragment further as Russia shifts trade away from Europe and towards China and India.
Russian oil is getting mixed in Singapore and then re-exported, sources say - THE EDGE SINGAPORE

Commodities

Russian oil is getting mixed in Singapore and then re-exported, sources say

This trend of more Russia-to-Asia shipments and the growing role of hubs in their re-distribution may further intensify

Commodities

Goldman sees 'bullish concoction' for global commodities

"Lack of supply is apparent in every single market you look at"

Oil & Gas

OPEC+ agrees to keep oil production unchanged

The volatility has been driven by European Union sanctions on crude exports from OPEC+ member Russia
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