Energy Cable: The oil market is OVERLY pessimistic by now..
Alignment in OPEC is crumbling but the short-term risk-reward is STRONG, Riyadh Accord coming to the rescue? Natural Gas markets remain...
279 Views
[ETP 23/2024] Jittery Crude And Fiery Natural Gas Markets Defined Energy Markets Last Week
OPEC+ meeting outcomes failed to support oil prices. Hotter-than-expected US summer and outages in Norway sent gas prices soaring. BP & Exxon...
396 Views
Why China loves Gold & a Beautiful Setup in Bitcoin
Unpredictable Corn Supply from South America The grain supply from South America, especially corn, is among the most unpredictable globally.
296 Views
Fragile Energy Security: Europe’s Gas Supply Woes Continue
Europe's gas market panics as Norwegian outage exposes vulnerability from reliance on few suppliers, with rising demand from Asia adding to...
534 Views
Business Cycle Watch – What if ISM Manufacturing rises to 56?
The ISM figure for May surprised negatively Monday, admittedly a short-term setback for the whole reflation story we have laid out over the past...
558 Views