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Anyone with a commitment to commodities over the past few decades of prominent disinflationary forces has endured considerable pain. In this blog, we attempt to make the case that something that lost over 12% a year on average for more than a decade could play an interesting role in a...
After hitting a pandemic-low in April, global emissions rebounded strongly and were 2%, or 60M tons, higher in December 2020 than they were in the same month a year earlier, according to the latest data from the International Energy Agency. This should serve a "stark warning" that not enough ...
2020 was a tumultuous year for oil markets, and energy markets more generally. For the oil market, the biggest uncertainty is the future path of demand. The change in US government leadership will also have important repercussions for the oil and gas industry. For further de...
Energy stocks have taken a beating over the last few weeks. Concerns about a worldwide resurgence of COVID-19 have raised the specter of declining economic activity and the negative potential impact on oil demand. Longer-term two news items last month, one from the governor of Cal...
US oil production likely saw its relative low in May, but current prices are not high enough to incentivize an acceleration in upstream activity, though the rig count appears to have stabilized. Oil production is expected to remain largely steady throughout the rest of 2020 and most o...
Real assets, which include commodities, precious metals, real estate, and infrastructure, have several unique factors and investment considerations that set them apart from traditional financial assets. With broader market indexes becoming increasingly weighted to technology, real ass...
Crude oil consolidates in Q3- WTI was higher while Brent posts a marginal loss. Oil products move lower over the past three months. Crack spreads decline. Natural gas makes a significant comeback from a quarter-of-a-century low in late June. Ethanol rallies on higher grain...
The latest stockpile data pushes the amount of gas in storage above the 2019 peak. Four trillion cubic feet is the next stop. October futures roll to November. Seasonality created the contango that is shrinking after the roll period. Levels to watch in November natural gas fut...
The candidates for President of the United States are out there on the campaign trail. Now that the summer has ended, and the Labor Day holiday weekend is in the rearview mirror, we are in the final stretch to the November 3 contest. The candidates will debate over the coming weeks, which is l...
Investors regularly ask for our views on the threat of the energy transition to traditional oil and natural gas companies, particularly with a view to midstream. The buzz around renewables has only increased given the release of Vice President Biden's clean energy plan calling for net zero e...