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All Market Commentary

Moody’s downgrades US credit rating

May 19, 2025

The Baker Hughes Rig Count dropped by one to a total of 473. Last year at this ti,me there were 497 active oil rigs.

Sultan Al Jaber, Abu Dhabi oil giant ADNOC’s chief executive, said UAE investments in the US energy sector will increase to $440 billion by 2035 from the current $70 billion. During US President Donald Trump’s Gulf visit this week, a panel at the UAE-US economic dialogue said the United States was expected to invest $60 billion in UAE energy projects, including upstream oil and gas, as well as a new unconventional opportunity.

The energy market continues to watch and look for clarity on several fronts, the ongoing US trade negotiations, the US and Iran nuclear talks, as well as several other items.

These markets still have a ton of uncertainty. For now, it looks like the markets are either going to congest or retrace a bit of last week’s rally. Of course, the markets remain sensitive to any new headlines.

Energy markets are down a bit this morning as Moody’s downgraded the US from its top credit rating to Aaa to Aa1 due to a rising budget deficit, causing some risk-off trading this morning.

EU economists cut 2025/2026 growth forecast due to higher US tariffs impacting exports.

China becomes largest buyer of Canadian oil
Saudi Arabia and Russia hope to win back market share from US shale oil producers

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