Irrational Exuberance?

Macro and Oil Podcast #1 Olivier Gasnier, Macro & Oil analyst, talks about the state of the US Economy after the inflation rate numbers were published last week. He also covers the evolution of Brent prices and expectations about the oil market in the coming weeks. Listen here Share this news : Check our latest…

Managing energy scarcity while avoiding recession

The EnergyScan team held its quarterly webinar covering key trends and events on energy markets. In this webinar, our experts addressed the following topics, with a Q&A session at the end of each topic: Macro & Oil– Growth vs inflation: the great divideWeather– Seasonal outlook for Europe and Eastern Asia & focus on the US…

SPECIAL WEBINAR: The storm is raging accros European energy market

EXCLUSIVE WEBINAR Star your free trial & Get access to an exclusive webinar The storm is raging across European energy markets – European gas systems remain tight but demand is falling amid surging prices– The impact of the historic drought on European electricity systems and the uncertain nuclear generation picture– The UK case https://youtu.be/qTX0YeENSjM Get…

LNG continues to maintain a price divergence

European gas prices were mixed on Friday: rather down on the markets benefiting from strong LNG supply like the UK NBP, rather up on the others. On the pipeline supply side, Russian flows remained stable on Friday, at 104 mm cm/day on average. Norwegian flows increased to 324 mm cm/day on average, compared to 320…

Less growth in the US, more inflation in Europe and still the Covid in China

Spectacular decline in bond yields: the US 10-year ended the week at 2.88%. It was at 3.47% in mid-June. The German Bund fell from 1.76% to 1.22% in 10 days. The markets are totally focused on the effects of monetary policy tightening and signs of economic slowdown. The dollar continues to be very strong: the EUR/USD exchange rate…

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