The Drill: The Reflation Story is alive and kicking except in Commodity markets
We start in the US where stronger macro prints and Trump’s pollings have shifted narratives around growth and it is admittedly very hard to find...
148 Views
[US Crude Oil Options Weekly 2024/42] WTI Slips as Demand Worries Grow and Middle East Tensions Cool
WTI prices drop as demand concerns increase as OPEC, EIA, and IEA cut global demand forecasts amid disappointing economic news from China. The put...
138 Views
US Rig Count Falls for the Fourth Time in Five Weeks
US oil and gas rig count drops by one to 585, with gas rigs falling below 100 again, while oil rig count increases by one. Energy producers add...
175 Views
OPEC, EIA, and IEA Slash Demand Forecasts Again; EIA Sees US LNG Exports Boosting Henry Hub Prices
OPEC and EIA cut demand growth estimates for 2024 and 2025, citing weakness in China, while EIA lowers oil price forecasts for the same years but...
315 Views
[ETP 2024/42] WTI Falls as Supply Disruption Fears Subside, Nat-Gas Slides on Weaker Demand Outlook
US oil inventories see a surprise fall, while US nat-gas stock rises less than expected. Chevron sees a target price upgrade while HSBC expects a...
226 Views