I would love to see you apply your analytical framework to gas market fundamentals, Arjun. Gas is less cyclical and more volatile than oil due to its limited fungibility so harder to predict big price moves. More research coverage from All-Stars would be great to read here.
Thank you Seb for the comment and great to hear from you. Hope your new role is going well. I definitely could stand to write more about nat gas. I have likely refrained as my in depth modeling of natural gas is not as great as it for oil. But there is a lot to say that is worth saying. Appreciate the push.
Arjun, Thanks for this article! I think Michael Kao is in sync with you on the OPEC production cuts, albeit he has a hilarious way of describing those recent cuts as "premature emasculation".
Thanks James! Yes, I know Michael...USD Wrecking Ball is an awesome theme. We do largely see eye-to-eye on the recent OPEC cuts and he had a great call that China's reopening would be choppy at best.
I would love to see you apply your analytical framework to gas market fundamentals, Arjun. Gas is less cyclical and more volatile than oil due to its limited fungibility so harder to predict big price moves. More research coverage from All-Stars would be great to read here.
Thank you Seb for the comment and great to hear from you. Hope your new role is going well. I definitely could stand to write more about nat gas. I have likely refrained as my in depth modeling of natural gas is not as great as it for oil. But there is a lot to say that is worth saying. Appreciate the push.
Better phrase is “energy addition “ rather than energy transition.
Yes
Arjun, Thanks for this article! I think Michael Kao is in sync with you on the OPEC production cuts, albeit he has a hilarious way of describing those recent cuts as "premature emasculation".
Thanks James! Yes, I know Michael...USD Wrecking Ball is an awesome theme. We do largely see eye-to-eye on the recent OPEC cuts and he had a great call that China's reopening would be choppy at best.
Thanks a million Arjun. I really appreciate your Saturday update.