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Sucking Diesel
Sucking Diesel In the dead of night I sent you the G7 release about releasing 100mn bbl. of Diesel from Strategic Reserves. Now I am attaching all those good intentions to the locomotive of oil markets. Where does this leave us? With a deal that few understand. A deal that over t…
US Derivatives: Small Tail to Wag Big Dog
INVESTMENT CONCLUSION The bottom line of all the bottom lines is higher inflation, interest rate stress in AI and private credit, and central banks forced to tighten. US energy prices go up, not down. Global refined product supply falls, agriculture takes another supply side hit,…
US Diesel – Another Dose of Divine Intervention?
US Diesel – Another Dose of Divine Intervention? The US midterm elections make market interference to lower domestic energy costs attractive politically - for populists. But it is likely to be a macro-S**T show of epic proportions. Read on for the arguments. The Wealth Preservati…