1. SEMCBROP Industry (Energy or Industrial Sectors)

• Oil Price Impact: A price decline in WTI and Brent crude oil due to OPEC+' s output hike could reduce operating costs for energy-intensive industries. If oil prices drop or stagnate, businesses in sectors like energy production, manufacturing, and transportation (if SEMCBROP refers to industrial operations) might benefit from lower input costs for energy and fuel.
• Natural Gas Outlook: With natural gas prices holding above $3.99, the bullish outlook (especially if it breaks $4.23) suggests a higher cost of natural gas for industries reliant on it for heating, power, or raw materials. This could squeeze margins for businesses in sectors like manufacturing, chemicals, and power generation.

2. SIA (Aviation, Shipping, or Logistics Sector)

• Aviation and Shipping: If SIA refers to an aviation or shipping company (common for such acronyms), the impact of rising oil and gas prices (particularly jet fuel and bunker fuel) is significant. With oil prices under pressure, aviation companies (and shipping industries) may see reduced fuel costs in the short term, which would improve profitability. However, if tariffs on trade (U.S. tariffs on Canadian, Mexican, and Chinese imports) reduce global economic activity, there could be slower growth in air and sea cargo demand.
• Fuel Surcharge Adjustments: The volatility in fuel costs could lead airlines or shipping companies to adjust their fuel surcharges to maintain profitability. If oil prices keep fluctuating or drop further, it could reduce the overall financial strain on fuel-heavy industries like aviation.

3. Seatrium (Energy or Aviation-related Sector)

• Impact on Energy Costs: Assuming Seatrium operates in the energy, aviation, or related sectors, they would feel the effects of energy price volatility. A price decrease in oil and gas could reduce operational costs for airlines, ship operators, or even energy-dependent industries, allowing them to hedge against high operational costs in uncertain economic times.
• Market Sentiment: The weakening economic outlook, with the potential tariff impact, could dampen demand for both energy and transportation services. However, if Seatrium is tied to sectors that directly benefit from low oil prices (e.g., maintenance and repair services for aircraft or energy production), lower fuel prices would likely reduce operational costs and increase demand for their services.

4. Geopolitical and Economic Risks

• Tariffs and Economic Slowdown: The new U.S. tariffs on imports could create a slowdown in economic growth, especially affecting industries dependent on cross-border trade, including manufacturing and transportation. While energy prices may dip, this slower economic activity could offset any potential benefits from lower oil prices.

In Conclusion:

• Short-term Benefits: Lower oil prices could reduce operational costs for energy-intensive industries (SEMCBROP, aviation, shipping).
• Long-term Concerns: The economic slowdown resulting from tariffs could dampen demand for goods and services, especially in global trade and transportation, affecting sectors like SIA and Seatrium. Additionally, the bullish natural gas outlook could add cost pressure in the energy-intensive sectors.

dontbetray      ( Date: 05-Mar-2025 14:17) Posted: Natural Gas and Oil Forecast: Will OPEC+ Output Hike Trigger a Price Collapse? By: Arslan Ali Updated: Mar 04, 2025, 12:55 GMT+00:00 Key Points: OPEC+ confirms a 138,000 bpd output hike in April, raising concerns of oversupply and adding pressure to global oil prices. New U.S. tariffs on Canadian, Mexican, and Chinese imports could slow economic activity and weaken energy demand. Natural gas holds above $3.99, with buyers stepping in&mdash breakout above $4.23 could signal bullish momentum. Natural Gas +1.08% WTI Oil -0.30% Brent Oil -0.42%   Market Overview Oil prices extended losses as OPEC+ confirmed a planned output hike of 138,000 barrels per day in April&mdash the group&rsquo s first increase since 2022&mdash raising concerns of oversupply. Additional pressure came from new U.S. tariffs, with a 25% levy on Canadian and Mexican imports and an increase on Chinese goods to 20%. Analysts warn these measures could slow economic activity and dampen fuel demand. Meanwhile, geopolitical tensions continue to influence market sentiment, particularly regarding potential shifts in Russian energy flows. Advertisement Experts trade the markets with IC Markets Trading Derivatives carries a high level of risk to your capital and you should only trade with money you can afford to lose. Trading Derivatives may not be suitable for all investors, so please ensure that you fully understand the risks involved, and seek independent advice if necessary. A Product Disclosure Statement (PDS) can be obtained either from this website or on request from our offices and should be considered before entering into a transaction with us. Raw Spread accounts offer spread   Despite speculation over sanctions relief, Goldman Sachs suggests Russia&rsquo s supply remains more constrained by OPEC+ targets than external restrictions. Natural Gas Price Forecast   Natural Gas (NG) Price Chart At $4.10, the price of  Natural Gas (NG)  is hovering just above its pivot point of $3.99, signaling a critical inflection zone. The 50-day EMA at $3.95 provides a near-term floor, while the 200-day EMA at $3.62 underscores a broader uptrend. A sustained hold above $3.99 keeps the bullish structure intact, with immediate resistance at $4.23 and a more significant hurdle at $4.44. However, a break below $3.99 could shift momentum, triggering a move toward $3.75 or even $3.55. The current consolidation suggests buyers are stepping in, but a definitive push past $4.23 would confirm strength. WTI Oil Price Forecast   WTI Price Chart U.S. crude (USOIL) is treading water at $68.01, sitting just below its pivot point of $68.37. The technical setup leans bearish in the short term, with the 50-day EMA at $69.88 acting as overhead resistance and the 200-day EMA at $71.53 reinforcing a broader downtrend. A failure to reclaim $68.37 could push prices lower, with immediate support at $66.59 and deeper downside risk toward $65.26. On the flip side, a decisive break above $68.37 could shift momentum, setting the stage for a move toward $70.32. Traders should watch for volume confirmation&mdash if buyers step in above resistance, it could signal renewed upside, but continued weakness below $68.37 may keep oil under pressure. Advertisement   Brent Oil Price Forecast   Brent Price Chart Brent crude (UKOIL) is trading at $71.06, dipping just below its pivot point of $71.89 and signaling potential weakness. The 50-day EMA at $73.34 and the 200-day EMA at $75.03 suggest a bearish bias in the broader trend. If prices fail to reclaim $71.89, sellers may push the market lower, with immediate support at $69.88 and further downside risk toward $68.66. However, a break above $71.89 could shift sentiment, targeting resistance at $73.67 and potentially $74.89. The price action remains in a tight range, with traders looking for confirmation.  A sustained move above resistance could trigger buying interest, while continued weakness below $71.89 may keep Brent under pressure in the near term

Market Overview

Oil prices extended losses as OPEC+ confirmed a planned output hike of 138,000 barrels per day in April&mdash the group&rsquo s first increase since 2022&mdash raising concerns of oversupply. Additional pressure came from new U.S. tariffs, with a 25% levy on Canadian and Mexican imports and an increase on Chinese goods to 20%.

Analysts warn these measures could slow economic activity and dampen fuel demand. Meanwhile, geopolitical tensions continue to influence market sentiment, particularly regarding potential shifts in Russian energy flows.

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Experts trade the markets with IC Markets

Trading Derivatives carries a high level of risk to your capital and you should only trade with money you can afford to lose. Trading Derivatives may not be suitable for all investors, so please ensure that you fully understand the risks involved, and seek independent advice if necessary. A Product Disclosure Statement (PDS) can be obtained either from this website or on request from our offices and should be considered before entering into a transaction with us. Raw Spread accounts offer spread

 

Despite speculation over sanctions relief, Goldman Sachs suggests Russia&rsquo s supply remains more constrained by OPEC+ targets than external restrictions.

Natural Gas Price Forecast

 

WTI Oil Price Forecast

1. 
   
   Increased Demand for Offshore Drilling Platforms: With more drilling activity, especially in offshore areas, there would likely be an increased need for offshore drilling platforms and rigs. Seatrium, which is involved in offshore and marine engineering, could see increased demand for building and maintaining these platforms.
2. 
   
   Maintenance and Repair Services: More oil and gas drilling activity could lead to higher demand for maintenance and repair services for offshore rigs and vessels. Seatrium, with its expertise in ship and offshore structure repair, could experience growth in its repair and maintenance business.
3. 
   
   Marine Infrastructure Development: The " Drill, Baby, Drill" policy could encourage the development of more oil and gas infrastructure, including new drilling rigs, support vessels, and refueling stations. Seatrium could potentially secure contracts for building or servicing such infrastructure.
4. 
   
   Increased Energy Sector Spending: The policy could lead to more investment in the oil and gas sector, which might spill over into increased spending on related services, including marine support. Seatrium could benefit if energy companies allocate more budget to upgrading and expanding their offshore and marine assets.
5. 
   
   Export Opportunities: Seatrium, with its expertise in shipbuilding and offshore engineering, might also see benefits in global markets where increased offshore drilling could be happening. They might secure international contracts, especially in regions where offshore drilling is ramping up, like in Southeast Asia or the Middle East.