Ole Sloth Hansen
Ole Sloth Hansen| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 35 | Subscribers | Read | oleshansen.substack.com |
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Latest Issues
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Commodities weekly: Energy slumps, but physical oil stress keeps the market on edge
The Bloomberg Commodity Index (BCOM) is heading for a weekly loss of around 3.6%, marking a notable pause following an extended rally that has left the index still up some 22% year-to-date. Beneath the headline decline, however, the picture...
Crude rebounds toward USD 100 as Hormuz bottlenecks keep physical market tight
### Market rebound as positioning flush meet constrained reality
Chocolate relief in a troubled world: cocoa cools as Easter meets macro gloom
Easter arrives this year against a difficult global backdrop. The outbreak of and escalation of the conflict in the Middle East, has fuelled concerns about both growth and inflation. Higher energy prices - across crude, refined products, an...
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