Tracking Three Risks That Could Sink Markets: Oil, Geopolitics and Private Debt

It remains the case that the last thing the Biden administration and the Federal Reserve want to see is a further rally in the oil price. One, among several ... Read More»

LNG is a Natural Gas Gamechanger

Hi, welcome to the oil drum report, where I'm going to teach how energy markets work. I'll be passing on the tricks of the trade I've learned from more than 15 ... Read More»

Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals

The June US CPI data came in well above consensus while the July data, released last week, still shows CPI and core CPI rising at 5.4% YoY and 4.3% YoY. US CPI... Read More»

A Third Major Oil Crisis is on the Horizon

A positive view is maintained here on the oil price. Indeed oil has the potential to act as a catalyst for an escalation of the inflation scare in coming months... Read More»

Exxon Mobil Results Weak in Q1 – Oil Prices Determine What Happens Next

Major oil producer Exxon Mobil (NYSE: XOM) reported earnings that missed estimates. On the bottom line earnings per share were a loss of -$0.14, well below e... Read More»

Stonks n’ Rockets: Oil Gets Busted Negative, We’re Buyers of the Oil Stonks

Grizzle put out a warning April 3rd that oil was going lower. Now that oil has hit an all-time record low of NEGATIVE $43 per barrel, its time to buy-in. ... Read More»

Stonks n’ Rockets: Oil Bounces Big Off the Bottom, What Now?

Stonks n' Rockets is a new series for your stock trading pleasure! In today's episode Thomas George and Scott Willis look at the sustainability of the big boun... Read More»

Coronavirus a Crisis Test for China’s Communist Party and President Xi

The Coronavirus has continued to drive market sentiment with the S&P500 testing its late 2018 low last Thursday (see following chart). So long as the... Read More»

Baker Hughes Reports Q4 Earnings Miss, LNG and Digital Business a Letdown

Global oilfield services firm Baker Hughes (NYSE: BKR) announced results that sorely missed expectations. Revenue came in at $6.35 billion, 2% behind consens... Read More»