Category: NatGas

The Handshake Delivered Nothing. Here’s What Moved Anyway.

The biggest meeting of the year came and went, and settled almost nothing. Two leaders shook hands in Washington, called

A signed peace treaty in the Persian Gulf does not mean a return to the old economic status quo. While

As President Trump begins his summit in China, the world watches to see if Beijing can broker a “peace with

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

If you feel like the global economy is holding its breath, you’re right.

The race for the Arctic is no longer just a geopolitical theory; it is a massive deployment of capital. From

U.S. inventory streaks are breaking, and the SPR is being tapped. Dive into our latest macro analysis on how the

The energy landscape shifted significantly this morning. As news of a two-week ceasefire between the USA/Israel and Iran hit the

I’ve been looking at the data for Q2 2026, and while everyone is distracted by the “Third Gulf War,” I’m