Amanda Drane writes for the Houston Chronicle, here… ““Beginning construction now allows Tellurian to deliver upon our robust schedule for first
Ed Morse talks to Jason Bordoff on oil markets…
Ed Morse is is interviewed by Jason Bordoff, a “must listen”, here… ”Heavy Russian airstrikes continue in Ukraine with no end in sight. As the
EV’s…. Wired
Good article from Wired (channeling Dickens) on the best/worst time for EV’s: ”A bunch of people apparently agree. The car-shopping company Edmunds
Hedge funds cut bullish bets in oil… Bloomberg
Here is a chart from Alex Longley’s piece, Bloomberg…
Mosheni-Cheraghlou on commodities…. Atlantic Council
Amin Mosheni-Cheraghlou has a nice piece on the commodity shock, here…
Estimated oil disruptions… 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 plunging… OilPrice.com
Alex Kimani, Oilprice.com, has an excellent piece summarizing what is going on with Russian oil exports… ”The situation is getting desperate for
Options update…
The options market is acting quite logically as an already tight market is hit with escalated isolation of a major oil exporter: Despite higher
Follow the Bitcoin miners…
Crypto miners seem to be the quickest to find cheap sources of energy… Here is Felicity Bradstock, OilPrice.com: ”Over the past couple of years,