The Energy Cable

Home
Archive
About
The Energy Cable #22 - China is not playing ball
Will OPEC+ be able to rock the boat in energy markets again? Saudi Arabian budget break-evens are probably 5-7$ above current selling prices and MBS…
 • 
The Energy Cable
The Energy Cable #21 - Energy taking the temperature on the Economy
While OPEC+ tries their best to prop up prices via cutbacks on supply, demand is evidently still not as strong as oil bulls would’ve liked. Will the…
 • 
The Energy Cable
1
The Energy Cable #20 - The Tension Builds
The Chinese comeback is still very services based, which has proven to be an issue for the energy bull case. Will the Chinese momentum be reignited in…
 • 
The Energy Cable
3
Most Popular
View all
The Energy Cable #1 - The leading energy newsletter from both sides of the pond!
 • The Energy Cable
17
The Energy Cable #14 - OPEC bringing the bull case for oil
 • The Energy Cable
3
The Energy Cable #2 - Why a Chinese reopening is not bullish Energy
 • The Energy Cable
2
The Energy Cable #13 - Oil - Bull Case Approaching?
 • The Energy Cable
2
The Energy Cable #4: Is the European energy crisis over?
 • The Energy Cable
2
New
Top
Community
The Energy Cable #19 - Watch out for temperatures to be a joker in Nat Gas markets
Even the scarcity of energy will probably not bring bullish price-action back to natural gas markets. Can oil and gas crush the obstacles that they are…
 • 
The Energy Cable
The Energy Cable #18 - Dwindling USD liquidity and Oil
Few markets have shown ambiguity like energy markets have, and the ghost of 2022 still haunts many investors deterring them pulling the trigger. Is a…
 • 
The Energy Cable
2
The Energy Cable #17 - Testing The Bulls
The recent slide in oil prices is interesting given how fundamentals supported the notion of higher prices. Is this a temporary setback for the oil…
 • 
The Energy Cable
4
The Energy Cable #16 - The setup for oil is unequivocally bullish
Our models now unequivocally point to short-term upside risks for oil- and energy. Let's have a look at the underlying drivers of the models and why the…
 • 
The Energy Cable
2
The Energy Cable #15 - Time to bet on energy stocks again?
Our price models started turning bullish on oil just in time and Energy stocks have started to climb the rankings on relative attractiveness. Is it time…
 • 
The Energy Cable
2
The Energy Cable #14 - OPEC bringing the bull case for oil
With OPEC's surprise cut of 1.15 mn. barrels, oil looks like a solid buy, meaning that the case from last week might turn out to be correct. But what…
 • 
The Energy Cable
3
The Energy Cable #13 - Oil - Bull Case Approaching?
Energy has been one of the clear victims of the banking stress, but a more positive outlook may re-surface once the dust settles. Is it time to get…
 • 
The Energy Cable
2
The Energy Cable
The Energy Cable
The leading newsletter on energy with coverage from both sides of the pond. Get a sneak peak in to the institutional energy coverage from Warren Pies from 3Fourteen Research and Andreas Steno from Steno Research every week.

The Energy Cable

AboutArchiveSitemap
© 2023 The Energy Cable
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing