Politics, Geopolitics & Conflict Russia’s top military commander for the “special operation” in Ukraine has been replaced. General Sergei Surovikin, charged with leading the attack…
1. Restart of Freeport LNG Remains Uncertain- Despite market rumors suggesting a restart might be delayed again, Freeport LNG is sticking to its original pledge…
U.S. West Texas Intermediate crude oil futures rallied on Thursday, testing its high for the week amid optimism that that demand for fuel will grow…
U.S. West Texas Intermediate crude oil futures edged higher on Thursday in a mostly uneventful trade, highlighted by a benign government weekly inventories report. Traders…
1. The Spectre of Recession Is Getting Closer- US manufacturing contracted for a second straight month, with the manufacturing PMI index issued by the Institute…
Politics, Geopolitics & Conflict Investors are still running for the hills in Brazil, where Lula’s first day in office (and his return to the presidency…
With 2022 behind us, many have reflected on what a banner year it has been for oil stocks. From pariah to market darling amid an…
I suppose we all have our little conceits, the things we tell ourselves about who we are or what we do that make us feel…
The EU voted on December 15th to grant Bosnia-Herzegovina candidate status, paving the way for it to gain European Union membership. While Bosnians have long…
1. Europe’s Gas Price Cap Might Backfire Soon- Members of the European Union have agreed to a gas price cap of €180 per MWh (approximately…
Politics, Geopolitics & Conflict Evidence, most of it anecdotal, that China’s struggle with Covid has taken a turn for the worse is mounting, weighing on…
U.S. February West Texas Intermediate crude oil futures surged early on Thursday. The rally was fueled by tight U.S. supplies including crude, heating oil, and…
Markets aren’t really buying into Putin’s vague nuclear threats. Putin’s most recent announcement that Moscow may add “preventive nuclear strikes” to its military doctrine likewise…
Looking back on 2022 in energy, there is one phrase that I, and I’m sure many of you as energy investors, find comes to mind…
Price Cap Politics There is a notion making the rounds among Middle Eastern analysts that the region is uneasy about the G7 price cap because…
U.S. West Texas Intermediate crude oil futures are trading lower late in the session on Thursday as traders fear the aggressive rate hiking campaigns by…
1. Energy Stocks Outperform Stocks Market, Again- For the second year in a row, energy stocks have outperformed the broader US market in 2022 and,…
U.S. benchmark February WTI crude oil futures closed lower for a fifth straight session on Thursday, solidifying a lower close for the week. The market…
1. Price of Drilling Continues to Edge Higher Despite Cheaper Raw Materials- According to IHS Markit, the average cost of developing upstream oil and gas…
Politics, Geopolitics & Conflict Libya has officially lifted force majeure on oil and gas exploration, hoping to lure international oil companies back to E&P activities.…