Energy
Dear Client, We will not be publishing the Commodity & Energy Strategy next week, as I will be participating in a panel discussion with Dr. Bassam Fattouh, Director of the Oxford Institute for Energy Studies (OIES), which will focus on global energy…
Executive Summary Surging Electricity, Gas Prices Will Fuel Higher Inflation
Energy-Price Surge Will Drive Inflation Higher…
Listen to a short summary of this report. Executive Summary Euro Bulls Are Evaporating
Euro Bulls Are Evaporating…
Executive Summary Russia’s Crude Oil Output Will Fall
EU Russian Oil Embargoes, Higher Prices…
Executive Summary With the fourth Taiwan Strait crisis materializing, the odds of a major war between the world’s great powers have gone up. Our decision trees suggest the odds are around 20%, or double where they stood from the Russian war in Ukraine…
Executive Summary Oil Markets Remain Tight
Oil Markets Remain Tight…
Executive Summary China Copper Consumption Failed To Revive Post-Pandemic
China Copper Consumption Failed To Revive Post-Pandemic…
Dear Client, On Monday August 8, I will be sending you an abbreviated version of our monthly Chart Pack. Our regular publication will resume on August 15. Kind regards, Irene Tunkel Executive Summary The US Is Vulnerable: Only 10% Of Chips Are…
Executive Summary EU Will Prioritize Natgas Storage
Energy Security Rolls Over EU's ESG Agenda…
Executive Summary Iran Reaches Nuclear Breakout
Biden And Putin Court The Middle East…