Energy Cable: Increases in freight rates not transferring into goods inflation (for now)
Greetings from Copenhagen! We’ll take a look at freight rates, copper, and crude from an inflation angle. But before we do that, let’s have a...
274 Views
Hot Gas Summer for a Hot Power Market
Potential price risks in gas markets and power demand due to data center growth, coal retirements, and electrification efforts pose a risk for...
112 Views
[ETP 26/2024] Oil Prices Drop on Surprise Inventory Build; Oil Majors Slide but Retain Gains
Inventory build-up in the US points to signs of weaker-than-expected summer demand, Nat-gas prices hit by rising output. Uptrend in oil & gas...
338 Views
Energy Cable: Bullish Oil, Bearish Nat Gas, and Especially Metals! Here’s Why!
We start with crude oil, where positions in crude oil futures have returned to Covid-19 pandemic levels, which we believe is overly bearish. The...
398 Views
Fund Managers Reduce Commodities Again
Fund managers recently reduced their broad commodity position as well as energy position, compared to last month, according to the latest BofA survey.
261 Views