Energy Cable #48 – Natural Gas Longs to Scholz: “Thank You!”
Last week’s much anticipated OPEC meeting concluded with the decision to cut production further by 1 million barrels per day.
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OPEC, EIA and Nat Gas Watch: A Lukewarm but Bullish Supply Cut
After a load of speculations and postponements, the OPEC group finally delivered a press release, but there are still many uncertainties around...
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Great Game – Calm Before the Storm?
Welcome to this week’s Great Game, which is obviously focused on the ongoing Israel/Gaza war, looking to address three main questions.
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The Great Game – Kerch Bridge on fire!
On monday morning, the Kerch Bridge between mainland Russia and the Crimea was attacked yet again. Unlike former attack like the Nordstream...
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Active GEM Funds Performance Update. Russia O/W Drives Underperformance in February
Active EM Managers underperformed their benchmark by -1.58% in February. Given the net overweight in Russia heading in to the crisis, it was the...
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