Opinion
Opinion
4 min read
Opinion — The Three Numbers That Argue Against Oil Staying Above $100 for Years
There are three numbers that argue against oil staying above $100 a barrel for years, and the market is weighting them in exactly the wrong order. The loudest is a Bloomberg Intelligence survey of 126…
Opinion
4 min read
Opinion — While Tony Blair is trashing UK govt energy policy, NESTA analysis finds "early signs [it] may be wo
For a decade, trading British power has rested on one reliable shortcut: when in doubt, it is a gas derivative. Model the gas curve, add a spark spread, and you have a serviceable view on electricity.…
Opinion
4 min read
Opinion — Bloomberg: Oil price drop on conflict resolution hopes may ease headline inflation
Sell the war premium. That is the trade the whole market has on right now, and you can see it in the tape. WTI gave up six percent intraday on the first serious headlines that the Iran conflict might …