Energy Aspects

Amrita Sen, Energy Aspects founder and director of research, joins 'Squawk Box' to discuss the latest oil price trends, the state of energy markets, and more.

Energy Aspects' Amrita Sen says oil prices are at an "inflection point", with the general trajectory higher as inventories are being drawn down at a rapid pace. She discusses how that will have an "upward spiral" on products such as diesel, and how Asia i

Amrita Sen, Founder and Director of Research at Energy Aspects, discusses rising crude prices, shrinking inventories, China demand, Middle East risks, inflation and growing recession concerns.

The "historic" Venezuela-US oil deal has generated eye-catching numbers but does little to change our cautious production outlook. The White House claim that the US has secured majori

There is less crude in the market, and refiners prefer to produce diesel. The result: ships are running short of fuel.

It's a fair question - and one that most energy research houses, including EA at points in the past, have struggled to answer convincingly. Here's how EA's demand team closed that gap.

The crude market has spent months trading headlines. Peace headlines trigger aggressive selling, while supply disruptions of comparable significance draw a far more muted response. De

US Treasury Secretary Scott Bessent's pre-election "3-3-3" agenda - 3% average growth, a 3%-of-GDP deficit and 3 mb/d of additional crude output has proven unachievable. With growth t

Amrita Sen, Founder and Director of Research at Energy Aspects, said tight inventories, stronger Chinese demand and constrained Hormuz flows make crude fundamentally more bullish.

When Woodside published its second-quarter 2026 report, it confirmed calls Energy Aspects had already made earlier: commissioning at the 5 Mtpa Pluto Train 2 LNG project is accelerati