Game Changer? Iran Unleashes Massive Drone / Missile Attack Against Israel i.e. Didn’t Hide Behind its Proxies April 14, 2024 Read More »
Will Markets See Iran’s No Israeli Embassy is Safe Anymore as Taking Direct Military/Missile Attack on Israel Off the Table? April 7, 2024 Read More »
Helima Croft “closely watching whether Ukraine moves at some stage to target actual [Russian] export facilities” March 31, 2024 Read More »
Vitol “seeing jet fuel now back to averaging around 6.9 mmb/d over the last 4-weeks, which is back to 2019 levels” March 24, 2024 Read More »
321 Crack Spreads $33.00 Provide Big Margins for Refiners to Buy & Process as much Oil as Possible March 17, 2024 Read More »
Will OPEC Lower Its +2.2 mmb/d YoY Oil Demand Growth in 2024 Given Saudi Aramco is Lower at +1.5 mmb/d YoY? March 10, 2024 Read More »
Trans Mountain Calls for Line-Fill in Apr/May Points to June Start for 590,000 b/d TMX Expansion March 3, 2024 Read More »
Macron Hurts IEA Analysis Credibility “The IEA has become, so to speak, our armed wing of implementing the Paris agreement” February 25, 2024 Read More »
Is Min. Guilbeault Setting the Stage to Delay Canada’s Mandatory EVs Sales Targets by Saying EVs Are Not a Panacea? February 18, 2024 Read More »
Orsted Cuts Renewable Energy Investment by $30b to 2030, Which Cuts its Wind Power Capacity Additions by 24-30% February 11, 2024 Read More »