Politics, Geopolitics & Conflict Erdogan had campaigned on free natural gas for homes shortly after production began of first gas in mid-April (just a few…
It is not often that I start a piece, here or elsewhere, with a disclaimer, but I feel that I should here. A couple of…
As Russia intensifies its war against Ukraine in the aftermath of the Crimea bridge explosion and NATO’s push to expand membership to Sweden and Finland,…
The release of U.S. inflation data suggesting a nearing peak in interest rates has brought relief to the world's largest economy. Modest consumer price increases…
1. All Russian Grades Are Now Running Afoul of the Price Cap- For the first time since the December 5 implementation of the Russian oil…
Politics, Geopolitics & Conflict In a sudden twist in developments late on Monday, Turkey dropped its objections to Sweden joining NATO, just a day after…
As I write this on Thursday afternoon US time, Nikola (NKLA) is posting massive gains, up close to forty percent from Wednesday’s close. That means…
While Libya is continually calling for foreign oil companies to expand investment in the country, there are indications that the conflict is coming full circle,…
When this year began, it was starting to look like the glory days for energy investors were over. Throughout most of the previous two years…
Despite having quelled a mutiny, Russia is still not far from the edge of a civil war. The conflict between Wagner's head Prigozhin and Putin’s…
Politics, Geopolitics & Conflict The legal dispute between Iraq and Turkey, which led in May to the halting of the Kurdistan Regional Government's (KRG) only…
1. Defying Weakness in WTI and Brent, Dubai Soars to Prominence- The Brent/Dubai exchange of futures for swaps spread, a key indicator of arbitrage from…
WTI crude oil futures have witnessed a period of choppy and rangebound trading over the last 10 weeks, influenced by a variety of supply and…
The West Texas Intermediate (WTI) crude oil market experienced a week of volatility, influenced by a combination of supply dynamics and demand factors. The futures…
1. Buoyed by SPR Replenishment, US Sour Grades Roar Back to Strength- The end of US SPR releases and firm demand from Gulf Coast refineries…
Politics, Geopolitics & Conflict A month after TotalEnergies said it would finally start filling offshore Lebanon in the third quarter of this year, political chaos…
Under normal circumstances, I don’t like to see activist investors getting involved in companies whose stock I own or am considering buying. Almost by definition,…
Australia became the world’s leading exporter of LNG last year. Now, there are claims coming from the industry itself that Australia could lose its LNG…
September West Texas Intermediate (WTI) crude oil futures experienced another volatile week, culminating in a 3% increase to reach a one-week high on Thursday. Several…
1. European Natural Gas Prices Start to Climb- Bottoming out in early June, European spot natural gas prices have been on the rise ever since…