Independent Energy Equities & Commodities Research, WHB Energy Research LLC

William H Brown III

WHB Energy Research LLC is an independent energy industry equity and commodity boutique providing analysis and trading/investment recommendations to hedge funds, mutual funds, oil and gas producing companies, energy consuming companies and high net worth individuals. WHB Energy Research LLC fills a major void by providing top level fundamental and qualitative research complemented by state of the art quantitative modeling. WHB Energy Research LLC also engages in physical oil trading activity as an agent/intermediary and also provides expert witness consultation and testimony. From 2003-2005 Mr. Brown established and managed an energy hedge fund for a single investor/client. Specialties: Economic and financial analysis and forecasting of the NYMEX, ICE, and international physical petroleum markets and energy equities in the integrated, independent producer, refining, drilling, service, and transportation sectors.

Independent Energy Equities & Commodities Research

Independent energy equity and commodity boutique

WHB Energy Research LLC

WHB Energy Research LLC is an independent energy industry equity and commodity boutique
providing analysis and trading/investment recommendations to hedge funds, mutual funds, oil
and gas producing companies, energy consuming companies and high net worth individuals.
WHB Energy Research LLC fills a major void by providing top level fundamental and
qualitative research complemented by state of the art quantitative modeling. WHB Energy
Research LLC also engages in physical oil trading activity as an agent/intermediary and also
provides expert witness consultation and testimony. From 2003-2005 Mr. Brown established and
managed an energy hedge fund for a single investor/client. Specialties: Economic and financial
analysis and forecasting of the NYMEX, ICE, and international physical petroleum markets and
energy equities in the integrated, independent producer, refining, drilling, service, and
transportation sectors.

Commodities

<ul>
<li>As we suspected, there are already what appear to be “cracks” in the U.S. deal for diesel, with Zelensky claiming that Russia has violated President Trump’s ceasefire on energy assets.</li>
<li>President Trump is also receiving significant “blowback” from both sides of the aisle, who are claiming that the deal violates the 2022 law prohibiting any aid to Putin’s war effort.  </li>
<li>As a result, and as we anticipated, NYMEX ULSD is experiencing a degree of “comeback” thus far, but we concede the jury remains out.</li>
</ul>


As we suspected, there are already what appear to be “cracks” in the U.S. deal for diesel, with Zelensky claiming that Russia has violated President Trump’s ceasefire on energy assets.
President Trump is also receiving significant “blowback” from both sides of the aisle, who are claiming that the deal violates the 2022 law prohibiting any aid to Putin’s war effort.  
As a result, and as we anticipated, NYMEX ULSD is experiencing a degree of “comeback” thus far, but we concede the jury remains out.


Morning Market Notes: Will The U.S.-Russia Diesel Deal Happen? Maybe Not

Crude Oil

Morning Market Notes: Will The U.S.-Russia Diesel Deal Happen? Maybe Not