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The Energy Cable

The Energy Cable

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
PricingOnly paid issuesPublishesTwice weekly
Issues89SubscribersRead theenergycable.substack.com

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#159
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Energy Cable #64: Melt UP in commodities upcoming?

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.

5 days ago
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Energy Cable #64 - Melt UP in commodities upcoming?

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.

5 days ago
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Energy Cable #63: It is still all eyes on China

Solid numbers out of China over Easter solidifies the commodity case including in Energy. If China is actually moving, commodities remain too cheap.

11 days ago
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Energy Cable #62: Biden is selling crude straddles, while something is cooking in China

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

19 days ago
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Authors

The writers behind this newsletter.

  • The Energy Cable

    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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