Thought Leadership Research

On a monthly basis, Whitehelm publishes proprietary research on current macroeconomic or financial market issues, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

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An oil price war amid a global pandemic

An oil price war amid a global pandemic

April 2020

In this month’s article, we discuss the ongoing oil price war, including providing the supply and demand dynamics that led to the disagreement between OPEC and Russia. We delve into the expected winners and losers of this oil price war, highlighting why this war is expected to have far fewer winners with even less meaningful benefits than previous oil price wars because of the COVID-19 global pandemic. We look at the impact that the oil price war has had on financial markets, including US credit markets, equity markets and infrastructure assets during this very volatile and unprecedented period.

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