Energy Cable #43: Price Resilience Despite Warm Weather
Temperatures in Europe and the US are above mean levels, but only prices in the US have reacted (materially), and there are no signs of actual weak...
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EM by EM #26: Biden, Blinken, Barrels & Beijing
Both Biden and Xi find themselves walking on thin ice as domestic economic challenges pose a significant challenge to their foreign...
334 Views
The Energy Cable #42 – Quiet Self-Gratulation and Then onto Natural Gas and Crude Oil
Horrid scenes and continued unrest in the Middle East with major oil producing nations perhaps getting involved. What are the probable...
226 Views
Positioning Watch: Seeking Shelter in the Fog of War
Chinese stimulus, US CPI, and Gaza Bombardment now likely turning into a land invasion. Plenty of events to digest in the scope of one week!
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EM by EM #25 Lighting the fuse in the Middle East?
Printing Oil instead of borrowing USD is what separates EM’s right now- and the Saudi’s still have leverage. USDCNY & USDJPY could prove to be the...
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