Energy Crisis And Commodities
The commodity sector, led by crude oil and fuel products, continued to show strength despite...
Tight natural gas markets.
European natural gas prices and Asian spot LNG prices spiked to record highs in the...
Oil Fundamentals
OPEC sent markets into a tizzy last week… But bearish fundamentals in oil remain too strong to ignore....
They Did It Again.
And OPEC’s once-waining influence is back in full force. They’ve cut oil production quotas by 2 million...
Europe Struggles To Cut Gas Demand
As Bloomberg has noted, the main tenet of European gas policy going into the winter...
Winter is coming. The “peak hawkishness” from policymakers.
Winter is coming to the financial markets as central banks are tightening their grip. How...
OPEC+ Seems to Be Serious About Cuts.
Despite the devastation caused by Hurricane Ian, oil markets have been relatively unaffected by hurricane...
Where Will Oil Prices Go This Winter?
There’s a fracture forming in energy markets. The looming recession is set to chip away at demand as people across the...
China Is Finally Opening Up.
Officials will likely take steps in the next three to six months to prepare for...
OPEC+ Underproduction Is Still Spectacular.
The gap between OPEC+ production targets and actual output continues to widen, reaching 3.6 million b/d...