We reduce our forecast for EUA prices to 2030 by 10% to reflect the weakened green political agenda in the EU Parliament following the election for...
US crude oil production has been booming for more than a decade. Interrupted by two setbacks in response to sharp price declines. The US boom has...
Strong gains last week but speculators needs to buy much more to catch up to bullish curve structure. Brent crude added a solid USD 2.6/b last week....
Industrial metals rallied close to 25% from 1 Dec-2023 to 20 May-2024 as marginal optimism replaced recession fears. But prices have pulled back a bit since...
Back up to the 80-line. Brent crude rose to a close of USD 79.87/b yesterday and recovered another 1.9% of its recent losses. This morning Brent crude is...
From ”price over volume” to ”we want our market share back”. OPEC+ changed its wording big time last Sunday as it essentially shifted its strategy from ”price...
German solar power producers got a price haircut of 87% over the past 10 days. German solar power producers have over the past 10 days received a...
Brent rallied 2.5% last week on bullish inventories and bullish backdrop. Brent crude gained 2.5% last week with a close of the week of USD 89.5/b which...
Brent crude has fallen USD 3/b since the peak of Iran-Israel concerns last week. Still lots of talk about significant Mid-East risk premium in the current...
Historically positive Nat gas to EUA correlation will likely switch to negative in 2026/27 onward Historically there has been a strong, positive correlation between EUAs and...
