Crude prices have soared about $10/Bbl or 27% in November after positive vaccine news and an anticipated delay to OPEC+ supply releases. The shape of the WTI forward curve has…
Democrat and former Senator and Vice President Joe Biden looks as if he has the advantage in reaching the 270 Electoral College votes required to become the next President of…
With the recent moves in LNG, we decided to change a few assumptions in our proprietary supply and demand model. If LNG maintains recent rates, the extra demand would easily…
The chances for a pre-election stimulus for the U.S. economy from Congress are all but over, with Treasury Secretary Steven Mnuchin pointing to political dynamics undermining the months-long negotiations. With fiscal…
No soap opera has had the daily twists and turns seen in American politics and markets over the past ten days. Market volatility has picked up while investors are whiplashed…
U.S. markets were whipsawed this week by speculation over whether a fiscal stimulus deal would be reached, along with the news of President Trump’s case of the coronavirus. Talks between…
Donald Trump and Joe Biden, the presumed presidential nominees, have remarkably different stances toward energy production and consumption, and the role of government in those trends. We identify issues that…
As mandated by the CARES Act passed by Congress in March, Federal Reserve Chairman Jerome Powell and Treasury Secretary Steven Mnuchin participated in their quarterly exercise of appearing before the…
The substantial buildup in anticipation of this week’s Federal Open Market Committee (“FOMC”) two-day meeting and accompanying statement, along with Federal Reserve Chairman Jerome Powell’s press conference and Q&A session,…