Oil markets may be underestimating the risks to US production and export growth from the upcoming 2020 US presidential election, analysts told S&P Global Platts. Analysts expect that if a Democrat wins in November, the incoming administration will likely introduce new regulations limiting fracking, flaring, offshore drilling, and possibly exports, but it remains unclear how far these initiatives may go. “The market has become a little complacent in pricing in re-election for President Donald Trump,” OANDA senior market analyst Edward Moya said. “The risks are pretty high. While Trump is still favorite, we still could see a progressive candidate come out with the nomination. It […]