The Drill: Approaching the End of the Tariff and Peace Trades?
Welcome to our weekly editorial on everything geopolitics- and commodities! We are approaching the “Liberation Day” on Apr 2 where we will...
314 Views
OPEC Holds Demand Outlook as EIA and IEA Lower Forecasts; Henry Hub Prices Set to Climb Through 2026
​OPEC and IEA differ on 2025 oil demand growth forecasts. EIA also lowered global liquid fuels production forecast due to rising non-OPEC+...
3.3k Views
[ETP 2025/12] WTI Gains on Geopolitical Uncertainty, Henry Hub Falls on Rising Nat-Gas Stockpiles
​US crude inventories rose more than expected, gasoline stockpiles fell short, and natural gas inventories exceeded analyst predictions. Barclays...
581 Views
[ETP 2025/11] Weak Demand and Trade Tensions Weigh on Crude, Volatile Weather Pressures Henry Hub
​US crude inventories rise, missing expectations, while gasoline and distillate stockpiles fall. Aramco's price targets cut, TotalEnergies CEO...
400 Views
The Drill – The gameplan for peace in Ukraine
Hello, and welcome back to our weekly editorial on commodities and geopolitics. Trump is keeping us busy yet again, threatening to impose another...
282 Views