-OPEXAS, OPTEX and the Steel Seizure Case -Brent on pace for something it hasn’t done in a month. OPEXAS. TrumPEC. OPTEX. Those are just samples of the witty banter online this morning as President Trump and the head of the oil and gas regulator in Texas mull artificial controls to prop up the price of … 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
-Central banks may run out of tools -OPEC+ in desperate need of a Goldilocks policy It was déjà vu all over again in early Wednesday trading, with Brent rallying on the back of stimulus in the form of Saudi support for deeper production cuts to stem the glut left by demand destruction. The coronavirus knows … More The Daily Dose
The GERM Report 