Managers of hedge funds are more cautious about increasing their exposure to oil, but are more optimistic about the outlook for refined fuels. BP photo. Hedge funds cut futures and options contracts by 6M barrels [Read more]
Deep cycles are a natural condition of oil prices and John Kemp says there is no reason to think the future will be any different. Anadarko photo. OPEC, major producers can influence oil prices in [Read more]
John Kemp argues that if OPEC maintains its current output curbs through December, the market is set to become exceptionally tight, which will push prices and spreads towards unstable levels. Anadarko photo. By John Kemp [Read more]
Hedge fund managers have gambled everything on a goldilocks scenario in which oil prices rise without damaging demand or spurring too much shale drilling. Anadarko photo. Hedge fund community’s positioning has become “exceptionally lopsided” By [Read more]
OPEC and its allies, as well as other oil producers, need to incorporate the increasing probability of a US recession and global slowdown when projecting oil consumption and prices in 2019 and 2020. 40 per [Read more]
Policymakers are rapidly embracing trade and investment restrictions for a range of reasons, ranging from trying to raise wages to protect strategic sectors and national security concerns. Getty Images photo by Drew Angerer. Trade and [Read more]
Hedge funds positioning in Brent has become exceptionally stretched and is a significant source of downside risk if and when fund managers try to realize some of their profits. Anadarko photo. Hedge funds bullishness becoming [Read more]
Helping China to adapt faster could be Canada’s most important global contribution to the low-carbon transition By Glen Hodgson, senior fellow, Conference Board of Canada Climate change is a global problem—not just a domestic one—requiring [Read more]
Trade tensions between the United States and China are creating uncertainty for businesses, and could threaten their global supply chains and future investment plans. By John Kemp LONDON, April 10 (Reuters) – Trade tensions between [Read more]
Joule Bergerson and graduate student Matt Tierney completed a Low Carbon Economic Case Study developed in partnership with the City of Calgary By Andrea Kingwell, for the Office of the Vice-President (Research) The debate around [Read more]
Investors and traders are probably underestimating the difficulty of the negotiations and the risk the United States and China could drift into a damaging trade war by accident. Getty Images photo by Chip Somodevilla. Game of [Read more]
President Donald Trump has insisted a trade war is winnable and pushed his officials to increase the scope of the target list and China has appeared anxious to avert a trade conflict but threatened a [Read more]
In an article posted by The Energy Institute at Haas on April 8, 2018, James Sallee argued the Corporate Average Fuel Economy standards are the reason cars in the United States are twice as fuel [Read more]
Canadian Association of Petroleum Producers calling on Federal govt to align environmental policies with other jurisdictions The world’s thirst for energy is on the rise and Canada has an opportunity to meet the growing global [Read more]
China’s new crude oil futures contract has a good chance of confounding the doubters and becoming a regional benchmark where other contracts have failed. Wall Street Journal photo. China’s oil futures fulfil commercial hedging needs, [Read more]
Hedge funds have turned more bullish, but with so few speculative short positions remaining to be covered, there may be few buyers around if and when the holders of long positions decide to engage in [Read more]
By Molly A. Walton, energy analyst, International Energy Agency The world has a water problem. More than 2.1 billion people drink contaminated water. More than half the global population – about 4.5 billion people – lack [Read more]
The only way to deal with climate change is through collaboration, according to Shell CEO Ben van Beurden. During the first annual Elsevier Economics Lecture, he argued that everybody has their role to play in [Read more]
Brent spreads have been gradually moving from contango to backwardation since early 2015 or early 2016 as the oil market has gradually rebalanced after the slump in 2014/15. Shell photo. Brent calendar spreads the most [Read more]
IEA recognises importance of harnessing all talents and closing gender gap, given economic and social benefits By Cecilia Tam, IEA Senior Energy Analyst Women face structural and cultural challenges and the lack of women in leadership [Read more]
@2020 Energi Media Ltd., | Thoughtful Energy Journalism
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