Kardamow
Riko KardamowIndependent, irreverent research on energy, macro, and geopolitics.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 119 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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kardamow.comLatest Issues
The Weather Just Started a Run on American Gas
Storage is 2 per cent above normal, but the 227 billion cubic feet that move by morning are 14 per cent short — and September already made the first withdrawal.
I’ll say this up front: natural gas isn’t my strongest area.
Copper Is Trading on Its Float
Stocks and price at the highs together: Beijing's reserve and Washington's tariff threat hold 71 per cent of above-ground copper, and the 18 days left over set the price.
Every house I knew as a child in Turkey had copper in it that nobody...
The Oil Came Back. Where's the Diesel?
The Gulf exports at 2025 levels and OPEC+ can't fill its own quota. The diesel is behind four governments' controls — and Europe just spent its reserves to keep one open.
I think the diesel is sitting behind four governments’ controls, whi...
The Half of Emerging Markets Nobody Forecasts
Banxico held rates and the peso still lost nearly 4 per cent in 6 sessions; US rate volatility is the bottom half of every emerging-market fraction, and September moved it.
I think the best expression of emerging markets from here is to ow...
Who’s Running on Tank?
China, the Dutch driver and every refinery Goldman models are balancing the market out of their own stock — and the one tank I can date runs dry in January.
Everyone who can be curtailed is — China on the crude it stored at 70 dollars, the...
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research on energy, macroeconomics, and geopolitics.
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