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Piper Sandler Sounds Alarm: Shrinking Oil Buffers To Collide With Winter Demand
Piper Sandler Sounds Alarm: Shrinking Oil Buffers To Collide With Winter Demand
Piper Sandler global energy strategist Jan Stuart wrote in a note on Friday that the physical oil market is flashing major warning signs, including disrupted exports, depleted inventories, and an ongoing diesel shortage crisis, all converging ahead of stronger fourth-quarter demand.
Saudi Arabia's export squeeze is becoming a major problem. The kingdom's crude shipments remain halved as Iran-backed Houthis begin to dent Red Sea loadings while Persian Gulf shipments remain depressed. Houthis overnight seized Mokha in the Bab el-Mandeb Strait, suggesting commercial traffic...
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May 6, 2026 / Tyler Durden
Ken Griffin "Doubles Down On Miami" After Mamdani's "Creepy And Weird" Video Vilifying Him
Ken Griffin "Doubles Down On Miami" After Mamdani's "Creepy And Weird" Video Vilifying Him
Ken Griffin said New York Mayor Zohran Mamdani’s push for higher taxes on second homes has reinforced Citadel’s commitment to Miami — and even led the firm to scale up its planned headquarters there, according to Bloomberg.
Speaking Tuesday at the Milken Institute Global Conference, Griffin said Citadel decided to enlarge its Miami office project after Mamdani publicly referenced his $238 million Central Park South penthouse while promoting a new pied-à-terre tax proposal.
“We went to Miami and...
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Jul 28, 2026 / Mark Thornton
The Dupes of War
No matter how legitimate the reasons might seem for going to war, the results are always horrific, and wars rarely, if ever, accomplish their stated purposes.
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Feb 18, 2026 / Kyle Anzalone
Hungary Cuts Energy Shipments to Ukraine, Slovakia Threatens to Follow
Hungary announced that it was ending diesel fuel shipments to Ukraine, and Slovakia said it could also cut energy shipments. Hungary and Slovakia are taking the step because Ukraine is blocking Russian oil shipments to the Eastern European nations. “Today we decided to suspend diesel fuel deliveries to Ukraine. Shipments will not resume until oil […]
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