Macro commodity landcape and geopolitics
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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renegaderesources.proLatest Issues
What DOE Reports Is Not What DOE Can Deliver
Big Hill is offline. West Hackberry is constrained. Bayou Choctaw is undeliverable in warm months. Bryan Mound is doing all the work, and Bryan Mound is the site with a documented H2S history.
The Strategic Petroleum Reserve stood at 307.6...
Cushing Is Approaching The Operational Floor
Faster than the paper market is priced for. Four to five weeks of buffer at current draw rates.
The EIA Weekly Petroleum Status Report Cushing total stocks print for the week ending July 24 came in at 18.599M barrels. Recent weekly draws a...
The Reopening Trade Is Ahead of Actual Barrels
Crude has round tripped to its pre war price on a reopening that hasn’t happened and a glut that isn’t here.
Crude has round tripped to its pre war price on a reopening that hasn’t happened and a glut that isn’t here.
Cuba. Same players. Different geography.
I wrote in January that the Venezuela operation was not about oil.
I wrote in January that the Venezuela operation was not about oil. The consensus take in the financial press was that the United States had invaded for crude, and that take...
Copper: We Have a Problem
Why the world’s most critical metal is structurally short supply and consensus is still behind the ball.
Copper demand is set to rise by more than we have ever produced.
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