Global Power Shift: Trump, Xi, and the Iranian Gambit
As President Trump begins his summit in China, the world watches to see if Beijing can broker a “peace with
Continue readingAs President Trump begins his summit in China, the world watches to see if Beijing can broker a “peace with
Continue readingI’ve just released a deep dive on Substack into the converging crises hitting the energy and commodity sectors this week.
Continue readingOver the past several weeks, I’ve been closely monitoring the global oil market, inventory depletion, LNG infrastructure risks, and the
Continue readingIf you feel like the global economy is holding its breath, you’re right.
Continue readingU.S. inventory streaks are breaking, and the SPR is being tapped. Dive into our latest macro analysis on how the
Continue readingThe energy landscape shifted significantly this morning. As news of a two-week ceasefire between the USA/Israel and Iran hit the
Continue readingThe race for energy supremacy has moved to the Arctic. While traditional markets face volatility, the alliance between Russia and
Continue readingThe energy map is being redrawn in real-time. The crisis in the Persian Gulf has sent ripples far beyond the
Continue readingIn this latest episode of “Commodities News” on 11/09/23, we analyze the impact of…
Continue readingIn this episode of Commodities News on November 1st, 2023, we delve into the latest updates across various essential commodities.
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