Shale
Release the Barrels! The Impact of the OPEC Pivot on Oil Stocks
The Organization of the Petroleum Exporting Countries (OPEC) concluded its biannual meeting of despot dictators on Friday in Vienna. As…
OPEC’s Line in the Sand: Oil at $80/barrel + ‘Trash Can’ Pair Trade
In just over a year oil has seemingly gone from dead end, over supplied commodity (akin to corn), to supply…
Strong Oil Prices Stoking the US Inflation Narrative
The latest inflation data has seen the Fed’s favourite inflation measure reach the 2% target. Headline PCE inflation and core…
Oil – Reassessing the ‘Price Capped’ Narrative
Russia Shows Willingness for Continued Cooperation with OPEC The oil price has remained in an uptrend of late. What are…