Category: Brent

European diesel margins just hit an all-time record

European diesel margins just hit an all-time record: beating even the 2022 highs from the Russia–Ukraine war.

📊 #ChartOfTheDay: sugar just broke up with crude. For most of the spring, sugar No. 11 and Brent moved almost

Peace in the Middle East looks closer right now than at any point since this war started on February 28.

The global energy market is riding a wave of euphoria following the June 3 Beirut-Jerusalem ceasefire announcement. But behind the

If you’ve been watching the commodities space lately, you know we are hitting a massive inflection point. Industrial metals are

The Geopolitical Premium Wall Street is Ignoring The global oil market is currently trading on pure, unadulterated hope. Despite US

Every week, I dive deep into the plumbing of global energy markets to figure out where the macro economy is

I’ve just released a deep dive on Substack into the converging crises hitting the energy and commodity sectors this week.

Over the past several weeks, I’ve been closely monitoring the global oil market, inventory depletion, LNG infrastructure risks, and the

I have just published a deep-dive analysis on Substack regarding the historic exit of the United Arab Emirates from OPEC