EIA Watch: Strong Energy Demand Month in October, Except in Nat Gas
Welcome to our inaugural EIA Watch. Every Thursday, we will assess the demand side of the energy equation via our sophisticated seasonally...
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5 Things We Watch – Central Bank Outlook, USDJPY, Natural Gas, Credit & Liquidity
Global macro never sleeps, and this week is no exception with ongoing turmoil in US equity space amidst the big 7 reporting earnings. The last...
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Pakistan Strategy - ECC approved gas price hike; Implications on Economy & Sectors/Companies
In a much-awaited development, the Economic Coordination Committee (ECC) of the cabinet approved a weighted average gas price hike of 70-75% for...
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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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Positioning Watch: Shifting Gears without Panic
I sent Congress an urgent budget request to fund America’s national security needs to support our critical partners, including Israel and...
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