Herman Wang spearheads energy market analysis for S&P Global Commodity Insights from London, specializing in OPEC dynamics and geopolitical risk. With over 15 years tracking the intersection of policy and energy flows, his work informs institutional investors and government agencies alike.
Wang’s reporting combines leaked production data, shipping analytics, and diplomatic sources to forecast market trends. His prescient analysis of the OPEC+ Russia partnership during the Ukraine crisis established him as a leading voice in geopolitical energy reporting.
We’ve followed Herman Wang’s career as a leading energy markets analyst and geopolitical storyteller for over a decade. Starting as a Congressional reporter covering U.S. energy policy, Wang leveraged his dual degrees in environmental science and journalism from Northwestern University to transition into global commodities reporting. His 2015 move to S&P Global Commodity Insights marked a pivot toward OPEC analysis, where he now oversees Middle East energy coverage as Managing Editor.
This prescient 2022 analysis dissected the fragility of the OPEC+ partnership as Russia invaded Ukraine. Wang combined leaked production data with diplomatic sources to reveal how Saudi Arabia navigated pressure from Washington while maintaining Moscow’s cooperation. His tracking of tanker flows through the Bosporus provided concrete evidence of supply chain reshuffling months before official sanctions took effect.
In this 2021 deep dive, Wang decoded the complex calculus behind OPEC’s production decisions during pandemic volatility. By mapping historical price curves against real-time inventory data from China’s SPR, he predicted the group’s eventual pivot to output restraint. The piece remains required reading for understanding how geopolitical and epidemiological factors converge in energy markets.
This 2020 feature showcased Wang’s ability to find energy narratives in unexpected places. Tracing the supply chain of Olympic propane from Qatari gas fields to Tokyo’s infrastructure, he revealed how even ceremonial energy use reflects broader market realities. The article’s analysis of Japan’s LNG-to-propane substitution strategy influenced later coverage of Asia’s energy transition.
Wang prioritizes stories where legislation or geopolitical shifts create measurable market movements. A successful pitch might examine how EU carbon border taxes affect Middle Eastern oil exporters’ refinery investments, using specific project timelines and cost analysis.
His work frequently incorporates satellite imagery of oil tankers, power plant emissions data, and parliamentary voting records. Pitches offering access to proprietary datasets on Middle Eastern energy infrastructure or OPEC+ member production costs stand out.
Stories linking localized events (e.g., Iraqi pipeline disputes) to worldwide price benchmarks through clear mechanism explanations align with Wang’s approach. Avoid pitches focused solely on single-nation energy policies without global context.
Wang’s 2021 series on OPEC’s pandemic response earned S&P Global a Commodity Business Award for Best Reporting, recognized for combining real-time market data with diplomatic correspondence analysis. His mentorship of junior reporters in Baghdad and Dubai reflects his commitment to developing on-the-ground energy journalism expertise.
OPEC’s five-year alliance with Russia on geopolitical tenterhooks amid Ukraine crisis
OPEC+ weighs supply options after US-led stock release complicated by COVID resurgence
Propane’s spotlight moment: Fueling the Tokyo Olympic cauldron
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