Blacklight
NuggetAug 26
Gasoline Stocks At New Lows Despite Emergency Supply Measures
First LightAug 26
Power Crowds Out Industry at Siemens Energy
First LightAug 25
AI Makes Temporary Power Permanent
NuggetAug 25
Technicals Produce Buy Signals Across Commodities
NuggetAug 24
U.S. SPR Releases Are On Track To Be Completed by August 31
First LightAug 24
A Constitutional for the Northeast Gas Balance?
NuggetAug 20
$100 Diesel Cracks Will Drive Higher Crude Prices and Higher Long Bond Yields
First LightAug 20
Union Pacific’s Fuel Surcharge Problem: More Earnings, Less Margin
First LightAug 19
China’s New Gas Infrastructure Plan in a Word: Optionality
NuggetAug 19
Beware, Complacency: Chinese Crude Oil Futures Are Bid
First LightAug 18
Nvidia Answers AI’s Call for Gas with a $105 Bn Backstop
NuggetAug 18
LME Copper Cash-to-3M Backwardation Tightens to Historic $400+ per mt
First LightAug 17
Dimming Watts on the Danube
NuggetAug 17
Investors Turn Bullish on Gasoil as Physical Scarcity Deepens
NuggetAug 14
Two Confidences Diverged in a Consumer Wood