US Rig Count Steady After Strong Surge Last Week
US oil and gas rig count holds steady as US oil production reaches new high. The number of active US oil rigs was steady at 482, while the US gas...
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Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs
SMRs are critical to energy transition. Not new. Just not deployed at scale yet. Keen to secure exposure to nuclear power industry. Tread...
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Yield Curve Reinverts On Rising Soft Landing Expectations
Despite strong jobs data, yield curve has inverted again on delayed rate cut expectations. Encouraging PCE data suggests a cumulative 50 bps cut...
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Shares of Cooling Firms Have Turned Red Hot on Record Setting Scorching Heat
July 2024 was the hottest in 175 years. It saw the 2nd smallest ice cover in 46 years. 77% chance that 2024 will rank as the hottest year on...
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Will Delayed La Niña Onset Fuel Weather Risks Firing up Corn Prices?
Delayed La Niña threatens corn harvest. Harvest disruptions & rising hurricanes can sharply turn bearish corn sentiments into a rally. Neutral ENSO...
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