Natural Gas
Executive Summary German GeoRisk Indicator
German GeoRisk Indicator…
Executive Summary The Declining Value Of An Old Friendship
Indo-Russian Relations: Quo Vadis…
Executive Summary The Ukraine war reinforces our key view that commodity producers will use their geopolitical leverage this year. The market is growing complacent again about Russian risks. Iran is part of the same dynamic. If US-Iran talks fail, as we expect, the Middle East will…
Executive Summary Natgas Price Surge Boosts Hydrogen's Prospects
EU Gas Crisis Boosts Hydrogen's Prospects…
Executive Summary Equities Are Still Attractive Versus Bonds
Equities Are Still Attractive Versus Bonds…
Executive Summary The Good: There are compelling reasons to believe the Ukraine war will not break out into a broader NATO-Russia war, i.e. World War III. The Bad: The 1945 peace settlement is breaking down and the world is fundamentally less stable. Even if the Ukraine war is contained,…
Executive Summary Tight Inventories Spike Metals
Commodities' Watershed Moment…
Executive Summary Euro Natgas Soars; LME Nickel Squeezed
Euro Natgas, Nickel Soar…
Executive Summary Nuclear Worries Take Center Stage
Rising Risk Of A Nuclear Apocalypse…
Executive Summary Hopes of an imminent peace deal between Russia and Ukraine will be dashed. The conflict will worsen over the coming days. As was the case during the original Cold War, both sides will eventually forge an understanding that allows the pursuit of mutually beneficial…