Amanda Drane writes for the Houston Chronicle, here… ““Beginning construction now allows Tellurian to deliver upon our robust schedule for first
Podcast: March 2022 Oil Market Analysis
Commodity Research Group (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 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…