John Kemp

John Kemp is a Reuters market analyst. leads a group of specialist energy and commodities analysts for Reuters. His expertise lies in oil and gas, refining, energy policy, international trade, and the financial and foreign policy aspects of energy. Before joining Reuters in 2008, John worked as a senior analyst for Sempra Commodities, now part of JPMorgan. And, prior to that, he spent five years focusing on all aspects of the international economy as well as North American public policy for consultancy Oxford Analytica. John holds a degree in Philosophy, Politics and Economics (PPE) from Oxford University.
John Kemp
Oil funds turn bullish as Mideast conflict intensifies
Iran’s threat to retaliate has increased the probability of an escalation that could disrupt oil production facilities and tanker routes around the Persian Gulf, boosting prices and spreads
US manufacturers emerge from slump, set to boost fuel use
The manufacturing sector seems to have passed the worst of the downturn in the middle of last year and displays early signs of recovering
China's hydro generators wait for the rains to come
Since the drought started in the middle of 2022, China has been forced to turn back to coal to meet electricity consumption
Europe's mild winter leaves gas stocks at record high
Storage facilities across the European Union and the United Kingdom were 62% full on Mar 5 compared with an average of 41 percent full on the same date between 2011 and 2020
Europe's record gas stocks start to pressure prices
More recently, conflict in the Middle East and the possible disruption of gas imports has helped keep European prices high
China and India struggle to curb fossil fuels
China and India appear to be moving along the same trajectory, increasing their use of indigenous coal even as they import more oil and gas
Investors dumped oil among fastest rates in last decade: Kemp
With working inventories just 60 billion cubic feet above the prior ten-year seasonal average, the prospect of a colder winter has been enough to lift prices off their previous lows at last
India relies on coal to meet record power demand
To ensure sufficient fuel on hand, India’s domestic mines boosted coal production by almost 65 million tonnes in the first eight months of 2023 compared with the same period in 2022