The Drill: The Reflation Story is alive and kicking except in Commodity markets
We start in the US where stronger macro prints and Trump’s pollings have shifted narratives around growth and it is admittedly very hard to find...
191 Views
China’s Corn Under Extreme Weather Threat // Bad News Again for Orange Production
China’s Corn Under Extreme Weather Threat China's corn production is currently under pressure due to extreme weather events in the country.
227 Views
[US Crude Oil Options Weekly 2024/42] WTI Slips as Demand Worries Grow and Middle East Tensions Cool
WTI prices drop as demand concerns increase as OPEC, EIA, and IEA cut global demand forecasts amid disappointing economic news from China. The put...
228 Views
US Rig Count Falls for the Fourth Time in Five Weeks
US oil and gas rig count drops by one to 585, with gas rigs falling below 100 again, while oil rig count increases by one. Energy producers add...
278 Views
OPEC, EIA, and IEA Slash Demand Forecasts Again; EIA Sees US LNG Exports Boosting Henry Hub Prices
OPEC and EIA cut demand growth estimates for 2024 and 2025, citing weakness in China, while EIA lowers oil price forecasts for the same years but...
450 Views