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With global energy supply uncertainty, the role of the midstream segment and the US shale industry is now firmly on investors’ radars. We believe MLPs, which are yield oriented segment of the midstream asset class, are well-positioned for this inflationary cycle. In the mid...
Why oil prices may be 'coiling' before a potential breakout? The Russia-Ukraine conflict isn't the only geopolitical risk for oil. The case for $150 a barrel oil. For further details see: Is The Price Of Oil Ripe For A Breakout?
A ban on imports of Russian gas is currently viewed as the most difficult to deal with for European economies. The sanctions that are already in place and target the energy sector will increasingly affect Russia’s ability to produce and refine crude. Sanctions on banks and ...
The European gas market is in a comfortable place. Inventories are trending higher and are at similar levels to 2021. If this continues, storage should be secure starting next winter. That is a big if though, given the uncertainty over future Russian gas flows. This uncertainty me...
Implied US oil demand is surprising to the downside. While it's still a bit early to call this, high oil prices are starting to have an impact on demand. We give a list of scenarios below on what happens to oil market balances if 1) Russia loses no production, 1 million b/d, or 2 ...
OPEC output increased by 57 kb/d according to secondary sources in March 2022. Most of the increase in OPEC output was from Saudi Arabia (54 kb/d) followed by Kuwait (25 kb/d), and UAE (23 kb/d). Five OPEC members saw increases of less than 15 kb/d (total of 44 kb/d for that group of ...
The conflict between Russia and Ukraine has created extensive challenges for the auto industry’s supply chain, which had yet to normalize post-COVID. Chip manufacturers have built up several months of neon gas inventory, while OEM factories in Eastern Europe are sourcing altern...
US Henry Hub prompt-month prices are more than double the price at this time a year ago. Above $7 on the May contract is the highest seasonal price since 2008. Utilities stocks are seen as a safety-play in the overall market. For further details see: Natural Gas Prices S...
The Energy Department’s EIA measures consumption of gasoline in terms of barrels supplied to the market by refiners, blenders, etc., and not by retail sales at gas stations. By May 2021, the average price of gasoline, all grades combined, breached $3.00 a gallon, a multi-year h...
If China were to continue to pursue a Zero Covid policy amidst rising case counts, supply chains originating in Asia could get shut down again. On the food front, wheat is particularly vulnerable to a prolonged conflict, which has been reflected in the performance of wheat futures. ...