Rising Geopolitical Tensions Propel Crude Oil Even as OPEC+ Will Likely Stay the Course
Oil prices are rising due to expectations of OPEC+ maintaining supply cuts, while improved global demand and Russia's focus on reducing output...
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Positioning Watch – Steepener bets back on?
Hello everyone, and welcome back to our weekly positioning watch! Hope you all had a great time off during the Easter break. The market narrative...
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Energy Cable #63: It is still all eyes on China
Solid PMI numbers out of China supporting the reflation story. Steel Production looks ok. There is still potential for the USD to throw a wrench in...
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What the Baltimore Bride Collapse Means for Commodities
According to data from PIERS, a trade flow analytics tool within S&P Global, Baltimore port held just 4% share of the total trade volumes on the...
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Commodities Focus: Without Counter-Measures, Oil Headed to $100
Russia has pledged to deepen its oil output cut, which may lead to increased oil prices and potentially reach $200 by September, with the US...
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