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Russia's invasion of Ukraine on 24 February has fundamentally changed the geopolitical landscape - with economic consequences. While the 2022 global growth rate represents a slowdown from 5.8% in 2021, the world economy has sufficient resilience to avert a recession. While Russia ...
Our Commodities at Sea data indicates that loadings and unloadings of Russian crude oil and products are down from pre-invasion levels. Saudi Arabia and the United Arab Emirates would also have to raise output to prevent unhinged oil prices. The coming together of markets around t...
Natural gas prices are jumping higher today as the market is starting to realize the shortage on the horizon. By November, we see ~3.4 Tcf in storage, but if this summer is warmer than normal, then we could be seeing sub-3.1 Tcf. Lower 48 gas production remains ~3 Bcf/d below the ...
Clean energy ETF AUM hit an inflection when it neared oil & gas ETF AUM. ESG & impact investing is likely here to stay and will attract more fund flows. Look for a long-term pickup in alternative energy AUM as slow but sure rotation ensues. For further details see: ...
Based on new hopes for a peaceful Ukrainian/Russian resolution to their nearly month-long war, the world is cautiously optimistic. Although China has been trying to help Russia avoid economic sanctions, China is struggling with its own debt problems from Evergrande, slowing economic g...
Renewable diesel market supply is expected to grow significantly by 2025, and governments are setting policies to enable further growth of this fuel. We will look not only at how renewable diesel stacks up against Ultra Low Sulfur Diesel (“ULSD”), but also at the prospec...
Regardless of which side of the Russia/Ukraine/U.S./NATO conflict you might associate, it has without question shined a bright light on the dollar’s diminishing status as the reserve currency. More important, it has pulled gold into the conversation as an alternative trade sett...
In February 2022, TotalEnergies announced a light oil and gas discovery in the Venus-1X new-field wildcat offshore Namibia, in the Orange sub-basin. The Venus discovery opens up great possibilities for the offshore Uruguay and Argentina basins, as similar rocks might exist in those co...
Volatility persists - but it is accompanied by a shift back to market patterns associated with pre-war concerns about inflation and rising rates. Grain and fertilizer shortages could become an issue later this year, but energy prices remain the major immediate transmission mechanism t...
Oil production in the short and longer term threatened due to geopolitical events. Oil services contractors withdrawing from Russia for new work. Multiple oil sites attacked in Saudi Arabia. Very strong US gasoline demand despite the rise in price. For further details se...