Is Nat Gas suddenly the cheapest macro asset on earth? Natural Gas prices are through the floor, which dynamics have improved in the oil space. Let’s have a look at it.
Energy Cable #52: Suez Troubles or a Houthi peace deal with Shipping companies?
Have Shipping companies suddenly made a deal with the Houthis? It sounds unlikely to us, and we will address why in this Suez Special of our Energy Cable publication.
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Energy Cable: The review that became a preview!
Happy Tuesday to everyone from a freezy Copenhagen, where temperatures in Northern Europe finally get to test the natural gas markets. Before we get to that, we first have our OPEC preview.
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Energy Cable #46: Scholz to the rescue!
German politicians have agreed to subsidize energy bills for the heavy industry, which will likely lead to an increased demand for a scarce commodity. Is this the right timing to enter long bets in Natural Gas again?
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5 Things We Watch – Central Bank Outlook, USDJPY, Natural Gas, Credit & Liquidity
USDJPY will probably be THE pair to watch, as a break of the 150 handle will be catastrophic for risk sentiment and the path for BoJ. Read what else to look out for in global macro in our 5 things to watch.
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The Energy Cable #39: A Maturing Bull Market
Is the oil bull market about to become old hat? We are turning our attention to Natural Gas and Uranium to find value in energy markets. Find out why here!
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Energy Watch: Time for Nat Gas to outshine Oil?
Is the divergence between energy stocks and oil markets worth noticing? And could the risk/reward be shifting towards other parts of the energy space?
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