Natural Gas
Executive Summary The US inflation surprise increases the odds of both congressional gridlock and recession, which increases uncertainty over US leadership past 2024 and reduces the US’s ability to lower tensions with China and Iran. Despite the mainstream media narrative, the Xi-…
Listen to a short summary of this report Executive Summary GIS Projection For The EUR/USD
It’s Time To Buy The Euro…
Executive Summary At the margin, the European Union’s proposed €140 billion “windfall profits” tax on electricity providers not using natural gas to generate power will blunt the message markets are sending to consumers to conserve energy, by distributing this windfall to households to offset…
Listen to a short summary of this report Executive Summary On the eve of the pandemic, most developed economies were operating at close to full capacity – the aggregate supply curve, in other words, had become very steep (or inelastic). Not surprisingly, in such an…
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 alone. The world is playing “Russian…
Executive Summary EU Will Prioritize Natgas Storage
Energy Security Rolls Over EU's ESG Agenda…
Listen to a short summary of this report. Executive Summary The odds of a recession in the US are lower than widely perceived. The probability of a recession is higher in Europe, although this week’s partial resumption of gas flows through the Nord Stream 1 pipeline, along…