EIA and OPEC Cut Demand Forecasts Amid China Slowdown; EIA Predicts Limited Oil Price Growth
​EIA and OPEC cut oil demand forecasts, while OPEC members exceeded supply cut targets in July. EIA foresees rising oil prices in late 2024 despite...
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EM Watch: The Chinese race towards 0% interest rates
Welcome to our Weekly EM Watch, where we look at China and other large EM countries through the lens of Western macro investors. Over the past...
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Energy Cable: How solid is the Nat Gas bull case here?
Take aways: Norwegian maintenance season and no flows from Russia is a spicy mixTemperature is the main factor for worries about stock levels 2022...
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The Week At A Glance: Soft Inflation, accelerating Nat Gas and input costs..
Happy Monday from Copenhagen!As usual, we use Monday to look ahead at the upcoming week. We are currently focused on the Nat Gas trade, which is...
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Hurricanes More Likely to Disrupt Crude Supply and Lower Demand for Natural Gas
Hurricane Debby impacted natural gas prices by reducing electricity demand. The Gulf of Mexico now accounts for less than 2% of US nat-gas output,...
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