Amanda Drane writes for the Houston Chronicle, hereā¦ āāBeginning construction now allows Tellurian to deliver upon our robust schedule for first
Podcast: March 2022 Oil Market Analysis
Commodity Research GroupĀ (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Ed Morse talks to Jason Bordoff on oil marketsā¦
Ed Morse is is interviewed by Jason Bordoff, a āmust listenā, hereā¦ āHeavy Russian airstrikes continue in Ukraine with no end in sight. As the
EVāsā¦. Wired
Good article from Wired (channeling Dickens) on the best/worst time for EVās: āA bunch of people apparently agree. The car-shopping company Edmunds
Hedge funds cut bullish bets in oilā¦ Bloomberg
Here is a chart from Alex Longleyās piece, Bloombergā¦
Mosheni-Cheraghlou on commoditiesā¦. Atlantic Council
Amin Mosheni-Cheraghlou has a nice piece on the commodity shock, hereā¦
Estimated oil disruptionsā¦ Goldman via Bloomberg
Srinivasan Sivabalan, Bloomberg, references a nice chart by Goldman comparing past oil disruptions with an estimate of the current situation:
Russian oil exports are plungingā¦ OilPrice.com
Alex Kimani, Oilprice.com, has an excellent piece summarizing what is going on with Russian oil exportsā¦ āThe situation is getting desperate for
Options updateā¦
The options market is acting quite logically as an already tight market is hit with escalated isolation of a major oil exporter: Ā Despite higher