1. BHP-Anglo Merger Could Create World’s Largest Copper Miner - The global mining sector might see a whirlwind of M&A activity over the upcoming weeks…
Europe is on edge, more so now that the U.S. has approved a $61-billion aid package to Ukraine after much stalling. The spy dens of…
June West Texas Intermediate (WTI) crude oil futures have experienced significant volatility this week, ultimately poised to close higher following a late-week recovery. This recovery…
By the time you read this, it is likely that the two largest American oil companies, Exxon Mobil (XOM) and Chevron (CVX), will have reported…
Politics, Geopolitics & Conflict The UN envoy for Libya, Abdoulaye Bathily, has resigned from his post, slamming the country’s rival parties and external meddlers for…
Selling Pressure, Profit-Taking Dominate Trade This week, crude oil markets experienced significant volatility to the downside, driven by geopolitical concerns, unexpected inventory adjustments, and changes…
Oil markets have largely discounted the Iranian missile and drone barrage directed at Israel because it was essentially a ruse designed not to inflict any…
1. Venezuela Braces for Impact After US Reimposes Sanctions - The Biden administration reimposed sanctions on Venezuela’s oil industry after its six-month waiver expired on…
Over the years, one of my most profitable investment research techniques has been to look for companies whose stock has been dragged down by negativity…
Politics, Geopolitics & Conflict At midnight on Thursday, the six-month temporary oil sanctions relief Washington granted Venezuela last October expired, and the Biden administration moved…
1. EU Allows Banning Russian LNG as Member States Buy More - The European Parliament approved rules this week allowing the regional bloc’s respective governments…
In the complex mix of elements influencing crude oil prices, recent events have focused attention on June West Texas Intermediate (WTI) futures. The interplay of…
Politics, Geopolitics & Conflict Baghdad is repairing the Kirkuk-Ceyhan pipeline, which has not been operable for ten years and hopes to use it to export…
As somebody whose start in markets came in interbank foreign exchange, I am used to a degree of obsession with central banks. Back when I…
Markets were extremely jittery this week, awaiting a retaliatory attack by Iran following the Israeli strike on Tehran’s embassy in Syria, which killed a key…
A few weeks ago, when WTI crude was trading just below $80, I wrote here that I was about to break with my usual, contrarian…
Oil Prices Surge WTI crude oil's current bullish trend, closely following Brent crude's movements, has placed it at a crucial point for traders. This trend,…
1. OPEC+ Sticks to Course as Focus Shifts to Overproducers - The Joint Ministerial Monitoring Committee of OPEC+ has confirmed the oil group’s current production…
Politics, Geopolitics & Conflict Israel has shored up its defenses in anticipation of a direct response from Iran following the Israel leveling of the Iranian…
What happens when Argentina’s oil provinces cut off supplies amid a head-to-head battle with the country’s new libertarian president, Javier Milei, who has approached his…