PODCAST: DHP Villains: Woodrow Wilson, Part 10

Nine Potential Commodity Wildcards As "Once-A-Decade" Shocks Become New Normal A growing number of institutional desks sounded alarms over physical commodity markets this week as maritime chokepoint disruptions intensified across the Gulf. Goldman Sachs, RBC Capital Markets, JPMorgan, and others warned that a tightening physical market could keep Brent firmly in triple-digit territory and drive prices sharply higher if the disruptions persist. Joining the conversation was Citigroup Senior Commodities Strategist Eric Lee, who warned Thursday that commodity markets have entered an era of near-constant disruption, with geopolitical, climate, and technological shocks...

Russia Says Fuel Crisis Is Easing As Refineries Restart By Charles Kennedy of OilPrice.com The fuel crisis in Russia has started to ease in recent days as some refineries have restarted operations, Russia’s Deputy Prime Minister Alexander Novak said on Sunday. “The situation is gradually stabilizing, a number of oil refineries became operational again. The balance is better now, and the situation at fuel filling stations has considerably improved, including when it comes to supplying agricultural producers,” Russian news agency Interfax quoted the official as saying. “The situation remains quite tense in some...

Logic, Logistics, And At Least Another 10 Days... By Michael Every of Rabobank Thursday was a rocky day in markets ahead of today’s deadline for the US to shift from bombing Iran’s nuclear, missile, drone, military-industrial, and regime sites to destroying its electricity grid, potentially taking out its power generation for a generation, and unleashing an Iranian response against the broader region’s power, water, and energy infrastructure. Given that backdrop, some TACO the view it was logical Trump subsequently extended the deadline to 8PM EST on Monday 6 April, because “talks are...