The Validation Story Nobody Is Reading Correctly
# The Validation Story Nobody Is Reading Correctly The validation story is getting told backwards. Every headline this week leads with whether the sand battery worked. It did — 2,000 tonnes of recycled sand, charged to 600°C, held a Finnish municipality through the harshest winter in years. Oil us...
Opinion
Opinion — Energy Stocks Are Pricing a Future the Commodity Market Doesn't Believe In
The energy sector has gained 37.1 percent over six months, beating the S&P 500 by 29.1 percentage points. Managed money is net short ICE Brent crude at -28,426 contracts. The same institutions whose e...
Opinion — Henry Hub Isn't a Weather Trade Anymore
The US withdrew 52 billion cubic feet from gas storage last week. The five-year average for the same week is 168 bcf. Weather-adjusted demand ran 69 percent below normal. And yet NYMEX Henry Hub front...
Opinion — Winter Doesn't Negotiate
# Winter Doesn't Negotiate Brent closed Friday at $103.54. UK battery storage operators have been living on what that number implies downstream: Iranian disruption premium flowing through gas markets...