The Illusion of Liquidity: Why the Crude Market is Mispricing the Iran War
The global energy market is riding a wave of euphoria following the June 3 Beirut-Jerusalem ceasefire announcement. But behind the
Continue readingThe global energy market is riding a wave of euphoria following the June 3 Beirut-Jerusalem ceasefire announcement. But behind the
Continue readingOver the past several weeks, I’ve been closely monitoring the global oil market, inventory depletion, LNG infrastructure risks, and the
Continue readingIn my latest deep dive for the “Crude Oil Macro Perspective” series, I’m breaking down the massive disconnect currently paralyzing
Continue readingThe charts are screaming, and for once, the noise is entirely justified.
Continue reading