Natural Gas

How Russia Became "Our Adversary" Again

"Post-Cold War Russia finally experienced too much brazen humiliation and betrayal at the hands of the U.S.-led West...and marshaled enough of still-intact natural and military resources and patriotic to challenge the American Empire’s hubristic claim to the right to rule Eurasia with impunity. 'What we say goes' hit a new wall of Russian dignity and power."

10 Crazy Conspiracy Theories That Became Conspiracy Facts

Unfortunately, there are those who seek to lie and invent fictions for monetary gain and fame. Disinformation, propaganda, and dishonesty exist at all levels of society. However, sometimes conspiracy theories turn out to be true. Therefore, it’s worth assessing them, even if their claims appear wholly outlandish. Especially if their claims appear wholly outlandish.

Trump-Xi Deal Could Fuel A U.S. LNG Boom

The glut is still here, and there is no gas-related OPEC to try and do anything about it, so prices are bound to stay low for a while longer. For how long, it is difficult to say. Capturing a piece of the Chinese market may be a challenge but the rewards to be reaped sure look like it’s worth it.

The Math Behind OPEC's Revised Production Cut Still Does Not Work

"Whatever it takes." That's what Saudi and Russian energy ministers said in a statement overnight in Beijing they would do to reduce the global oil inventory overhang, using the immortal phrase coined by ECB President Mario Draghi five years ago in his successful bid to defend the euro. For OPEC, however, "whatever it takes" may not be enough. Here's the simple math.

Frontrunning: May 15

  • Oil Jumps Over Output Deal (BBG), Saudi Arabia, Russia Favor Extending Oil Cuts Through Next March (BBG)
  • Trump Doctrine Confounds G-7 as Ministers Kick Can to Sicily (BBG)
  • Senate GOP’s agenda is at a moment of reckoning with unpredictable Trump (WaPo)
  • White House Races to Fill FBI Job (WSJ)
  • Former Trump Employees Say He Taped Phone Conversations (WSJ)
  • Monday morning blues as 'WannaCry' hits at workweek's start (AP)

Frontrunning: May 12

  • World stocks ease off record highs, Fed rate hopes boost dollar (Reuters)
  • Trump Escalates FBI Fight With Comey Attack. The FBI Fights Back (BBG)
  • Trump attacks on fired FBI chief meet resistance (Reuters)
  • China Stocks Are Tumbling Again. This Time, the World Doesn’t Care (BBG)
  • Yuan Becomes Oasis of Calm in China’s Volatile Markets (WSJ)

Markets All Too Quiet Ahead Of Inflation, Retail Sales Data

Asian stocks and S&P futures are both feeling the weather this morning, while European stocks are little changed as traders have decided to hold back until today's key US CPI and retail sales data is released in under two hours.

Stagflation Builds As US Producer Prices Spike Most In 5 Years

For the 3rd month in a row, US Producer Prices have risen at a faster rate than The Fed's mandate. April healdine PPI rose 2.5% YoY - the most since Feb 2012, and well above the highest anayst estimate, despite disinflationary credit impulse pressures from China being seen in industrial metals. The biggest driver is surging costs for investment advice!