
The natural gas market warrants a lengthy update, as there’s a lot to cover today.
The natural gas market warrants a lengthy update, as there’s a lot to cover today. In this report, I will go over the following:
Politically and fundamentally, we are now in the final innings of this “fork in the road” in the Iran war.
Politically: Midterm elections are 3 months away with the most impact being felt on the voter base in August and September. It’s now...
Ship-to-ship transfers, I am sure you have read something along those lines by now.
Ship-to-ship transfers, I am sure you have read something along those lines by now. Fujairah, UAE’s bypass hub for the Strait of Hormuz, has been responsib...
Following the MOU announcement in mid-June, we saw a surge in vessels exiting the Strait of Hormuz.
Following the MOU announcement in mid-June, we saw a surge in vessels exiting the Strait of Hormuz.
Oil market participants have been conditioned to think that without escalation, crude can’t go higher.
Oil is the most important commodity in the world because pretty much everything runs on it. So it is not presumptuous to assume that the...
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The writers behind this newsletter.
Contrarian investment research - current focus: Energy
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