Energy Watch: Red Sea Situation Is Worsening with Spill-Overs to Energy
Welcome to our Energy/EIA watch,We continue to see extraordinary strong demand for energy in the US, but weaker demand in Europe and...
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Energy Cable #52: Suez Troubles or a Houthi peace deal with Shipping companies?
Takeaways up front:One Russian tanker passing through the SuezCommodities and energy looking interesting given global macroThe demand side in...
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China’s Role as Commodity Importer & The Problem that Emerges for the Soybean Complex
We all know about China’s importance in global trade as it is the single most important importer of many key commodities and raw materials.
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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.
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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...
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