Commodities’ long only strategies have been dismal over the past decade, but not last year… Here is Blackrock:
Daniel Yergin on CNBC…
The interview is here… For the last year, year and a half, it’s been OPEC+ running the show, but U.S. production is coming back
Mexico to stop exporting oil in 2023… Bloomberg
Amy Stillman, Bloomberg, writes: “Mexico plans to end crude oil exports in 2023 as part of a strategy by the nationalist government of Andres
Venezuela’s oil production increases… Reuters
Marianna Parraga, Reuters, has a nice piece on Reuters, here… ”Venezuela this year almost doubled its oil production from last year's decades-low
Two podcasts I liked…
I enjoyed this podcast very much… https://podcasts.apple.com/us/podcast/masters-in-business/id730188152?i=1000545298657 Bloomberg Opinion
Gas, power prices in Europe… WSJ
Joe Wallace, Wall Street Journal, has a nice piece on energy prices in Europe, here… ”Cold-weather forecasts launched natural-gas prices to record