The Energy Cable #11: Trust the plan

The Energy Cable #11: Trust the plan

  The Energy Cable #11: Trust the plan Our price models are deteriorating under the surface. The oil and gas bull market is probably not around the corner. We look at risk/reward in the energy space in the context of the recessionary vibes stemming from the...

The Energy Cable #10: Is the risk/reward turning in energy space?

The Energy Cable #9: Putting inventories into perspective

Greetings from Copenhagen everybody! It is Tuesday and that means another energy cable. Inventories are building, while jet fuel demand remains subdued compared to projections. In this update from 3Fourteen and Steno Research we take you through everything you need to know about current energy market trends and how to trade them.

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Commodities Watch – What commodity super cycle?

Commodities Watch – What commodity super cycle?

The Chinese reopening has possibly been the most covered topic since its announcement in late 2022 – at least in financial circles. The awaited lifebuoy for the global economy, which the reopening consensually was thought to be, has yet to truly show up in prices of commodities essential in manufacturing. We prefer to stay long Industrial Metals (mainly Copper) relative to Energy.

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Nigeria goes to the polls – What will happen if Obi wins?

Nigeria goes to the polls – What will happen if Obi wins?

ONE WEEK until “The Most Important Election of the Year”. Young disenfranchised Nigerians hope that outsider, Peter Obi, can shake-up a Nigerian democratic system in decline. Will he win, and what would that mean for Africa’s most populous country?

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The Energy Cable #10: Is the risk/reward turning in energy space?

The Energy Cable #6 Bearish inventories across both oil and natural gas and waiting for the Chinese reopening to show up!

Bearish inventories across both oil and natural gas and waiting for the Chinese reopening to show up! Here is the latest “Energy Cable” update on Natural Gas, Oil – and the overall energy complex with price signals and model based predictions. The only publication to cover this sector across geographies and asset classes. Enjoy! 

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