At the time of writing, it seems Democrats have won one of the two remaining seats for the Senate, but the outcome of the second vote is still really uncertain. Prospects of a Senate controlled by Democrats have sent inflation expectations and bond yields on the rise, with the US 10y topping 1% for the…
2020 has been an astonishing period for energy markets. The historical demand shock implied by the Covid-19 outbreak was offset by a massive reduction in energy supply and upstream investments in a short timeframe, which triggered a quick rebalancing of global balances and a price recovery still ongoing in early 2021 despite some discrepancies among…
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 & FX: The threat of the virus clouds recovery prospects• Oil: Downward revision in demand forecasts puts pressure on…
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: • Which kind of recovery can we expect for economic activity in H2-2020?• Will OPEC cuts be enough to rebalance crude…
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 & FX: Activity crashed and will be slow to recover• Oil: The perfect trap• Natural Gas: How to deal…
