Four "Hotspots" I'm Watching This Week

Four “Hotspots” I’m Watching This Week

by | published March 2nd, 2020

U.S. markets are trying hard to rally as of this writing on Monday morning. West Texas Intermediate (WTI), the crude benchmark used in New York trading, is up nearly 2.6%, and Brent, the more widely used London benchmark is up just over 2.5%. So stocks and crude are showing very modest gains after what can charitably be described as a very ugly week.

Against this backdrop, I’ll be…

1. Examining the ability of OPEC to make meaningful crude oil production cuts after Russia has indicated it will not make reductions.

2. Revisiting the effect of “IMO 2020” – the International Maritime Organization’s new, more stringent rules on shipping fuel’s sulfur content for 2020 onward – in light of the COVID-19 coronavirus’ impact on trade.

3. Analyzing the first provisional Chinese energy demand statistics coming in after the rise of COVID-19.

And of course, I’m…

4. Crunching the latest energy debt figures among Permian Basin operating companies. This can be an indicator of rising mergers and acquisitions (M&A) activity, which can be profitable for well-positioned investors.



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