In a market defined by geopolitical blocks and supply shocks, the winners are those who own the one thing the world can’t live without: Power.
Markets across all asset classes have been following crude oil since late February. We witnessed an explosive rally from the late 2025 and early 2026 lows to the March 2026 high. If the current rally resembles...
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DAL popped by more than 10% Wednesday morning, following a triple-threat of positive catalysts: a dominant first-quarter earnings beat, robust forward guidance, and a timely cooling of tensions in the...
The most dangerous part of this storm is the disconnect between oil futures and physical oil.
Crude oil prices have surged after the U.S. and Israel attacked Iran, and Iran retaliated with attacks throughout the Middle East. Critical logistical chokepoints have become war zones, heightening supply...
Tighten Your Seatbelts: It's Going to be a Bumpy Ride
NYMEX crude oil futures have moved steadily higher since the lows in mid-December, gaining more than $10 per barrel at their most recent high. Geopolitical risks in the Middle East have pushed the energy...
Crude oil prices had gone nowhere fast and remained in a trading range around the $60 per barrel pivot point on the nearby NYMEX WTI contract. While the 2025 trend is bearish, the price only marginally...
Nearby NYMEX crude oil prices fell to the 2025 low of $55.12 per barrel in April, following the U.S. announcement of unprecedented tariffs on its trading partners worldwide. However, the turmoil in the...
OPEC+ announced on Aug 3, 2025 that it will increase oil production by 547,000 barrels per day (bpd) in September. This marked the latest in a series of accelerated output hikes aimed at regaining market...