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
Investors have become super-bullish about oil
Refinery shutdowns linked to seasonal maintenance as well as sanctions on Russia’s diesel exports are expected to deplete fuel inventories
Recession now or later? Unenviable alternatives for 2023
In the first scenario, the global economy tips into recession, cutting distillate consumption, boosting inventories and lowering prices
Europe faces more high gas prices next winter
Given the relatively small volume of gas that can be stored, the inventory system cannot provide both seasonal and strategic storage at the same time
India's economic slowdown will dampen energy growth in 2023
High energy prices, rapid inflation, rising interest rates and a slowing trade cycle take their toll
Investors abandon bullish oil positions as recession nears
Until some of the negative factors weighing on consumption are resolved, many managers are likely to remain cautious about re-entering the market
Oil prices slump as receding price-cap threat unmasks worsening demand
Global oil and energy consumption have been falling since the third quarter under the impact of exceptionally high prices and a slowing economy
Europe’s gas storage peaks after record refill season
Europe’s record refill and plentiful inventories have left consumers in countries such as Pakistan and Bangladesh at risk of gas shortages, rationing and power cuts this winter.
Global recession a bigger risk to Russia’s oil revenue than price cap
US and EU policymakers will not deliberately plunge their economies into a recession to intensify the economic pressure on Russia, and if their economies go into recession, Russia’s export revenues wi ...
Toufique Imrose Khalidi
Editor-in-Chief and Publisher