Worst Over for Asian Refining Spreads?
We’ve been bullish on crude oil this year and the surprise has been weak US gasoline demand, creating a growing product surplus rippling through...
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Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia
Hungary: Faster earnings growth should drive GDP higher in coming months.Mexico: Expected to raise rates 50bps next Thursday in the wake of...
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Surging Coal Prices Drove Positive 2016 Profit Alerts for Coal Companies
The positive 2016 profit alerts from China’s coal companies are within expectations, with profit rebounds driven by higher coal prices. The...
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Playing the OPEC Deal
Oil prices have had a jittery week after the shock of the US elections leading to a dollar resurgence and abject confusion over the impact on the...
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New Saudi Oil Minister, Old Saudi Oil Policy
This weekend saw the retirement of long-serving Saudi oil minister Ali al-Naimi and his replacement by the Chairman of Aramco, Khalid al-Falih.At...
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