Friday May, 10, 2019 1. Grain prices crash on Trump’s trade war- Soybean and corn futures plunged after President Trump announced tariff hikes on China…
After a brief spell of geopolitical extravaganza, Brent prices dropped back below $70 per barrel this week as the oil market started worrying about the…
Natural production declines, the price drop of 2014-2015, the status of a national cash-cow, lack of sophisticated EOR technology, regular policy U-turns on foreign investment…
Investors: Exxon Is Protected in Cyprus, But Turkey Will Risk Rationality Here There are two things for certain right now offshore Cyprus: Peace talks aren’t…
2019 has been good for oil bulls. Hedge funds largely poured into the long side of the market this year as OPEC+ showed strong discipline…
Oil is turning bearish, despite all the speculative excitement of taking more Iranian crude off the market. The end of Iran sanctions waivers was officially…
1. Futures depict emerging oil supply glut (Click to enlarge)- Oil futures slipped into contango in the fourth quarter, a sign of an emerging glut…
I last wrote here about Tesla (TSLA) on March 1st. Back then, after the company announced cuts to sales and marketing staff, I said that…
Politics, Geopolitics & Conflict- Newly sworn in Alberta Premier Jason Kenney signed into law a bill that gives the province the option to simply close…
U.S. West Texas Intermediate and international-benchmark crude oil futures are in a position to finish lower for the week. WTI is down about 2.8% and…
Haftar Could Theoretically Take Over Libya’s Oil Exports Without Tripoli As General Haftar continues his offensive designed to take control of Tripoli and oil revenues,…
The 6-month waivers granted by the Trump Administration to eight jurisdictions expired this weekend and the White House has made all but clear that it…
Brace yourself for a post-waivers era of total Iranian sanctions – this is the key message that the Trump Administration wants to convey to the…
This week in oil is all about last week. Which is to say, the main force pushing markets is still the digestion of Trump’s surprise…
U.S. West Texas Intermediate and international-benchmark Brent crude oil futures are trading lower on Friday amid speculation that OPEC and its allies will soon raise…
Politics, Geopolitics & Conflict - Following the arrest of five Algerian billionaires and members of the political elite close to former president Bouteflika, investor fears…
Many traders tend to overcomplicate things. They believe that because financial markets and the relationships between them are inherently complex, only complex systems and analysis…
Friday April 26, 2019 1. Permian gas prices depressed (Click to enlarge)- Natural gas at the Waha Hub in the Permian basin plunged deep into…
With oil prices having enjoyed amazing weekly gains on the back of the OPEC production cut deal, tight markets and a string of sanctions -…
The construction of Nord Stream 2 is nearing its logical conclusion – a grand standoff, in the first move of which the Council of the…