-For Russia, the coronavirus is the gift that keeps on giving -WoodMac sees pain spilling over to the clean energy sector There is some solace, perhaps, in stating that we’ve seen this movie before. Crude oil prices were on the rise in early Tuesday trading on signs of a return to normalcy in China and … More The Daily Dose
-Wintershall suspends common dividend “until further notice.” -Are we in the world of Hobbes or the world of Rousseau? This is unknown territory for the global economy. US Treasury Secretary Steven Mnuchin warned lawmakers that unemployment could hit 20% without some sort of extraordinary stimulus package. Global isolation has cut off key sectors of the … 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 Ask the right questions and don’t panic. $60/bbl Brent seems like a dream. The liberal world order is unraveling and the global economy is faltering. National … More The Level-of-Analysis Problem
The GERM Report 