The leading newsletter on energy with coverage from both sides of the pond. Get a sneak peak in to the institutional energy coverage from Andreas Steno from Steno Research every week.
Platform | Substack | Pricing | Only paid issues | Publishes | Twice weekly |
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Issues | 89 | Subscribers | Read | theenergycable.substack.com |
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While we have booked profits in our long oil bets, we are getting increasingly bullish on the broader commodity complex. Especially a couple of metals look extremely interesting here.
While we have booked profits in our long oil bets, we are getting increasingly bullish on the broader commodity complex. Especially a couple of metals look extremely interesting here.
Solid numbers out of China over Easter solidifies the commodity case including in Energy. If China is actually moving, commodities remain too cheap.
We look at the consequences of the Ukraine’s successful attacks on Russian refiners and how to play it along with some thoughts on our profit taking in metal space as something BIG is cooking in China
The writers behind this newsletter.
The leading energy newsletter covering developments on both sides of the pond written by Warren Pies from 3Fourteen Research and Andreas Steno from Steno Research.
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