Monthly Pricing - 01/11/2021

Brent crude rose to a 3-year high of $86.50/bbl in October after the EIA said the energy crisis is expected to push oil demand up by 500,000bpd, leading to a supply deficit .

GBP was volatile in October, fluctuating between 1.34 and 1.38 against USD, as inflationary pressure grew, and the UK annual budget and spending review was released .

Oil prices hit multi-year highs supported by recovering demand and high natural gas and coal prices, encouraging certain industries to switch to oil and diesel power.

Price Drivers

Supply

OPEC+ agrees to add 400k bpd throughout November.

Baker Hughes active rig count rose by 12 to 445.


Demand

Highway traffic in France back above pre-pandemic levels.

Oil prices hit multi-year highs amid recovering demand.


Geo-Political

Iran announces nuclear talks with six world powers.

US continues to pressure OPEC to raise production.