Oil markets say we are in a recession

There is plenty to push oil up. We had a turbulent first quarter. Soleimani wiped out, Iranian retaliation, the closure of Lybian oil production and sanctions against Rosneft. But still is oil indicating recession. The drop in demand indeed came around the same time...

Who picks winners and losers of the energy transition?

Who is picking the winners and losers of the energy transition? This sounds like a not so important question. But billions are going to spend a day in the transition. So who picks the winners and losers? Where is the money going? In a good and functioning world, it...

Insider sales in (energy) stocks

It is no secret that all American stocks are at an all-time high. A very good indicator of what is happening in the financial markets is to look at insider activity. When they sell they lose confidence or with cash. If we l0ok at the size of it than is it clear. For...

Changes in world energy consumption

We all need energy. Cheap energy is the key to economic progress. At the same time is the world population growth. The majority of people are living in Asia. Where they need cheap energy to facilitate economic boom and success. So let’s have a look at the...

Energy rich Iraq faces energy shortages

Iraq is in big problems when it comes to energy. The country depends on massive energy imports from sanctioned Iran. The waiver for the USA imposed sanctions should be renewed at the end of the month. Will the USA do this or will they attack one of Iran Fazal states?...
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