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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 27, 2026 / Tyler Durden
Ukraine Donor Fatigue: Half Of Countries Withdraw From Czech Ammunition Initiative
Ukraine Donor Fatigue: Half Of Countries Withdraw From Czech Ammunition Initiative
According to Czech President Petr Pavel, a full half of the Kiev-supporting Western coalition has quietly abandoned Prague's flagship initiative to jointly procure artillery ammunition for Ukraine's military.
Pavel said that while 18 countries participated last year, only nine are still making financial contributions now. "This initiative has been delivering up to 50 per cent of all large caliber ammunition to the Ukrainians, so in this sense it cannot be replaced easily by anything else," the FT on Tuesday quoted...
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Mar 23, 2026 / Tyler Durden
Key Events This Week: PMIs, Productivity And Consumer Sentiment
Key Events This Week: PMIs, Productivity And Consumer Sentiment
As has become customary for Monday, we have seen a dramatic surge in risk assets (3rd Monday in a row) on what at least superficially appears to be de-escalation after Trump announced strikes against Iran's power plant would be delayed by 5 days as a result of talks with Iran, talks which at least Iran's domestic news sources have so far denied.
And the market lurches from headline to headline, it feels somewhat trivial to focus on the week ahead data calendar,...
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Mar 31, 2026 / Tyler Durden
Solar Stocks Surge As Energy Shock Revives Renewables Trade
Solar Stocks Surge As Energy Shock Revives Renewables Trade
Goldman analyst Adam Wijaya asked clients whether this year's surge in SolarEdge, Enphase Energy, and other solar stocks is reviving a familiar trade: higher crude oil and natural gas prices in Europe and globally, strengthening the case for renewables as the energy shock sparks a return to coal switching.
"Are we back to running the 2022 playbook?" Wijaya asked in a note published Monday.
Wijaya said, "Certainly seems that way based on recent px action in residential solar."
"SEDG is +79% YTD vs ENPH...
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