Not since the Cold War…
As we kick off Q1…
In response to Iran's attack…
1. 2022 Hurricane Season Not As Bad for Oil- As S&P Global Platts notes, the…
Politics, Geopolitics & Conflict Leaks discovered Monday in the Nord Stream 1 and 2 pipelines, which carry natural gas to Germany, have been determined by authorities in Europe to have…
Thursday’s, trading in WTI futures was crazy, even by the standards of oil’s somewhat volatile nature. One of the things that makes oil attractive to traders is that while there…
Iran is seeking to gain a more secure foothold in the Kurdistan Region of Iraq (KRI), and the protests spreading across Iran present a good justification for Tehran…
This month in our comparison series, we look at a legacy European oil and gas company, BP (NYSE:BP), and a Canadian heavy oil producer, Suncor Energy, (NYSE:SU). These two companies…
December WTI crude oil futures are edging higher late Thursday, but struggling to turn higher for the week. The price action has been volatile throughout the week especially today when…
1. WTI-Brent Gap Makes US Crude Exports Attractive- With US crude benchmark dropping to a…
Politics, Geopolitics & Conflict Luhansk, Donetsk, Kherson, and Zaporizhzhya regions - four territories in Ukraine occupied by Russian forces - started holding snap referendums on Friday on joining Russia. The…
The potential of the fuel cell industry is obvious, even in the face of the rapid growth of electric vehicles (EVs). EVs are the anti-oil crusader’s vehicles of choice, but…
Putin is not Peter the Great. That is a good starting point for examining the position in which the Russian leader now finds himself. The military…
December U.S. West Texas Intermediate crude oil futures are trading sharply lower late Thursday after a tentative agreement that would avert a U.S. rail strike wiped out three days of…
1. Threat of Railways Stike Highlights U.S. Energy Vulnerability- The prospect of a nationwide railway…
Politics, Geopolitics & Conflict After some 150 soldiers were killed this week in renewed fighting over Nagorno Karabakh, Armenia and Azerbaijan have agreed to a ceasefire. This ‘frozen’ and oft-unfrozen…
If you have been reading my scribblings over the last few weeks, you will know that I am quite bearish about the prospects for markets in general, including energy stocks…
Russia is failing on the battlefield in Ukraine, and while fighting in Ukraine is but one aspect of Putin’s war with the West, Russia's president is losing face…
U.S. West Texas Intermediate crude oil futures rebounded slightly on Thursday, but the market is still in a position to post a nearly 5% loss for the week. Bottom-picking technical…
1. Can There Be a UK Oil Renaissance?- The new UK government of Liz Truss…
Politics, Geopolitics & Conflict In an unexpected move this week, Albania severed diplomatic ties with Iran over a cyberattack and then searched the empty Iranian embassy, where exiting diplomats had…
As you will be well aware if you are a regular reader of my musings here and elsewhere, I generally favor a contrarian trading style. That comes from years spent…
Moscow is not escalating the war in a way that would change the rules (and there are rules). The rules are that Russia will…