Frac

The market remained volatile across the paper markets after a missile landed in Poland killing two people. Governments have tried...

We have described time and time again that that China won't be abandoning the zero COVID policy. After the communist...

Saudi Arabia recently cut their OSP's or official selling price into key markets given the oversupply in their floating storage...

We have been beating the drum on how short the world is on distillate, and the position for diesel/heating oil...

The OPEC+ meeting came across with some fun fireworks, where they announced a cut of 2M barrels a day to...

The U.S. remains on pace to grow production to about 12.3M-12.4M barrels a day as completion activity stays on track.

Here is the quick and dirty for the insights this week- a much broader review will come over the next...

OPEC+ provided a nominal cut of about 100k barrels a day, but none of the countries are producing above or...

Early next week I will send out another regarding Chinese data, USD strength, and Emerging Market issues.

The U.S. Dollar is driving higher and given the underlying backdrop- it’s unlikely to pause its run higher.