The GERM Report

Geopolitical Energy and Risk Monitoring.

The Daily Dose

May 5, 2020

-The cure to lower oil prices in the US may be worse than the problem -Irrational exuberance may cause the bulls to run for crude oil prices. The slow reopening of the global economy is breathing new life into crude oil prices as demand starts to eat into supply. The US Energy Information Administration reported … More The Daily Dose

The Deal of the Century

May 4, 2020

Risk level: RED RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT -If this is indeed Trump’s oil deal, let him have it. -Crude oil prices got support last week from quarantine easing. The narrative that US President Donald Trump bullied Saudi Arabia into ending … More The Deal of the Century