The Daily Dose

-Last week? The end of days. This week? -Trump says never saw anything quite like Monday’s rally Asian stocks and crude oil prices were in rally mode early Tuesday on expectations that world economic leaders would prop up a global market hammered by the demand destruction from the coronavirus. If last week was one contaminated … More The Daily Dose

The Geopolitical Energy and Risk Monitoring Report

Risk level: RED RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT Market mistakes in the coronavirus response are inevitable. OECD says things haven’t been this bad since the middle aughts. Crude oil prices were recovering in early Monday trading on expectations that OPEC+ would … More The Geopolitical Energy and Risk Monitoring Report

The Daily Dose

-The sky is falling. The sky is falling. -Wood Mac: A $10 hit to Brent means a $40 billion hit to quarterly cash flow. A sense of gloom has clearly set in for oil markets, with Brent falling some 8% over the first three trading days of the week. If the trend continues, it could … More The Daily Dose