5 Things We Watch: US & Europe inflation, OPEC, Shipping, Bitcoin boom
Hi everybody and welcome to this week’s 5 Things We Watch. This week we’ll cover Euro-flation on the back of the Ifo numbers dropping this...
168 Views
Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
288 Views
Energy Cable #58: MASSIVE bottlenecks and abundances in shipping and energy space
Price benchmarks of Nat Gas among major producers have fallen off a cliff relative to price benchmarks of major net consumers/importers....
209 Views
Surging Soft Commodities
With a significant decline in West African output in the ongoing 2023/24 season, it is anticipated that the market will experience a substantial...
186 Views
Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial de...
The US natural gas market faces changes with Chesapeake deferring production, leading to lower prices and reduced storage levels by October, while...
181 Views