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Blue Lacy Energy Commentary

Steve Sinos

Blue Lacy Advisors is a commodity strategy, risk, hedging, and trading advisory. We publish weekly commentary on natural gas and oil/products with the intent to track movements and changes so you can make informed decisions on strategy and hedging.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues115Founded3 years agoLast Issuea year ago
Active

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bluelacy.substack.com
Artwork for Blue Lacy Energy Commentary

Latest Issues

Time to Turn the Corner

Getting late in the spring season to see builds, and it weighs on sentiment.

Three Things

a year ago
Paid

This is What Geopolitical Risk Looks Like in 2025

A flurry of political activity continues to cause uncertainty as economic signals soften.

Three Point Summary

a year ago
Paid

With the world focused on macro variables, jet fuel may present an opportunity

Three Main Points

  1. First quarter US economic data looked stable, but it is, of course, historical. The question is now whether this was so-called pull forward demand or genuine growth. Port traffic in this cycle has become as popular...
a year ago

Signs of hope in oil market fading

Traders seem more focused on chaos, so softening fundamental signals likely lead to a retest of oil price lows.

Three Point Summary

a year ago
Paid

Publishing Schedule Update and Formatting Update

New Format

I am thankful and surprised to see people keep subscribing. The ranks have almost doubled in the last six months, even though I haven’t posted anything. Writing each commentary takes substantial time and resources, so I took s...

a year ago

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  • Steve Sinos
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