Energy Transition | AI | Shifting World Order, Mint Finance

Suhas Reddy

Energy Transition | AI | Shifting World Order

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Commodities

<ul>
<li>Despite supply cuts by OPEC members the EIA expects supply to outpace demand for most of 2024 and 2025.</li>
<li>The agency forecasts the average spot price of WTI and Brent to decline in 2024 and 2025.</li>
<li>Concerns of tepid global demand and inventory build-up grow as short positions in the crude oil options market jump.</li>
</ul>


Despite supply cuts by OPEC members the EIA expects supply to outpace demand for most of 2024 and 2025.
The agency forecasts the average spot price of WTI and Brent to decline in 2024 and 2025.
Concerns of tepid global demand and inventory build-up grow as short positions in the crude oil options market jump.


Crude Oil Prices to Fall Forecasts EIA on Weak Demand Growth & Strong Inventory Buildup

Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

<ul><li>The clouds of recession and economic slowdown loom over the horizon, casting a bearish shadow on commodity markets.</li><li>Yet, despite many reasons for pessimism, commodity prices have begun to show signs of resilience last week.</li><li>Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.</li></ul>

The clouds of recession and economic slowdown loom over the horizon, casting a bearish shadow on commodity markets.Yet, despite many reasons for pessimism, commodity prices have begun to show signs of resilience last week.Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.

Part Six: Commodities: Priced for a Downturn

Pranay Yadav

<ul>
<li>Oil prices surge as tensions in the Red Sea escalate with new and strong provocations from Iran.</li>
<li>Oil oversupply concerns and weak demand persist while ongoing geopolitical tensions support oil prices.</li>
<li>WTI current implied volatilities still well below elevated levels seen in October 2023.</li>
</ul>


Oil prices surge as tensions in the Red Sea escalate with new and strong provocations from Iran.
Oil oversupply concerns and weak demand persist while ongoing geopolitical tensions support oil prices.
WTI current implied volatilities still well below elevated levels seen in October 2023.


Oil Prices Surge As The Situation In The Red Sea Intensifies

Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

<ul><li>Happy new year guys - another chapter has arrived and it’s time to make the best out of it.</li><li>First of all, let’s look at the past, the now and the costly mistakes we made during the past year.</li><li>Soft commodities dominated the commodity front during 2023.</li></ul>

Happy new year guys - another chapter has arrived and it’s time to make the best out of it.First of all, let’s look at the past, the now and the costly mistakes we made during the past year.Soft commodities dominated the commodity front during 2023.

Commodities Going Into 2024 & Our Biggest Mistakes During 2023

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>Happy New Year everybody and welcome to this year’s first edition of the Energy Cable.</li><li>Crude oil prices started rallying into and over the Christmas holiday period with focus on the Houthis’ attacks on vessels in the Red Sea which prompted us to have a look at the numbers.</li><li>The developments over the weekend have increased tensions, and we are eagerly awaiting the initial price action of the year to see how nervous the market is.</li></ul>

Happy New Year everybody and welcome to this year’s first edition of the Energy Cable.Crude oil prices started rallying into and over the Christmas holiday period with focus on the Houthis’ attacks on vessels in the Red Sea which prompted us to have a look at the numbers.The developments over the weekend have increased tensions, and we are eagerly awaiting the initial price action of the year to see how nervous the market is.

Energy Cable #51: Tensions Increasing Fast in the Red Sea

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

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Crude Oil (CL1 COM COMDTY)

Crude Oil Prices to Fall Forecasts EIA on Weak Demand Growth & Strong Inventory Buildup

EIA expects crude oil oversupply to continue despite OPEC cuts, Forecasts oil prices to decline in 2024 and 2025 due to slowing demand growth and...

Mint Finance

Part Six: Commodities: Priced for a Downturn

Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.

Untying The Gordian Knot

Oil Prices Surge As The Situation In The Red Sea Intensifies

Oil prices gaps up sharply starting in 2024 with supply fears stoked by geopolitical tensions, despite macroeconomic headwinds from oversupply...

Mint Finance

Commodities Going Into 2024 & Our Biggest Mistakes During 2023

Happy new year guys - another chapter has arrived and it’s time to make the best out of it. First of all, let’s look at the past, the now and the...

The Commodity Report

Energy Cable #51: Tensions Increasing Fast in the Red Sea

Happy New Year everybody and welcome to this year’s first edition of the Energy Cable. Crude oil prices started rallying into and over the...

Steno Research

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