-Geopolitical risk mounts a comeback. -US “reopen” movements exposes risk of politicizing crises. Politicizing a crisis is indicative of a lack of genuine leadership and it often results in unintended blowback. This is true in the case of the coronavirus and the oil markets. Right-leaning leaders that represent oil-producing states in the US spent much … More The Daily Dose
Risk level: RED RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT -WTI in a free fall, but it doesn’t matter -No production deal can save us now. Except when it does. If you’re reading this, odds are you work in the energy sector, though … More Things Are Exactly How They Seem
-Oil sector players are stepping into the unknown. -In the midst of economic collapse, Shell is still spending money. The level of resiliency necessary to make it through the pain in the oil market is not yet clear. That was the message Friday from oilfield services company Schlumberger, which joined its producing counterparts by announcing … More The Daily Dose
The GERM Report 