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Energy Cable: All the upside left in Henry Hub

Energy Cable #51: Tensions increasing fast in the Red Sea

Tensions are clearly on the rise in the Red Sea with fatal stand-offs over the New Years weekend. The most recent satellite photo evidence suggests that supply chain disruptions are material but manageable. Will the Houthis propel energy- and transportation costs again?

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Something for your Espresso: A day of revisions and reckonings

Something for your Espresso: The one on Houthis and Ueda

The Bank of Japan is not really warming up for action in January, which is the next meeting with an updated view on the “outlook for economic activity and prices”. Meanwhile, the Houthis are trying to distort global supply chains.

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Something for your Espresso: A day of revisions and reckonings

Something for your Espresso: Phew..

A big central bank week is approaching its end and the Fed is back as the biggest dove in town. Does it make sense? Meanwhile, Oil demand dynamics keep delivering.

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