And now for the China Factor – Euro, then oil, then gold…

China raises reserve requirements hinting at possible action to slow down its economy and Eurozone GDP growth rate figure disappoints. To the mix of news coming in on Tuesday, Wednesday and Thursday, this last bit of push caps the week for Euro. We now have a new powerful factor pushing oil, gold and other commodities…Read moreRead more

Energy Review – The China Market

A.1.    Overview Despite the economic downturn in 2007, which saw China’s GDP growth decline by more than half from around 13% in 2007 to around 6% in the first quarter of 2009, its demand for energy remains high. In 2006 China was the world’s third largest net importer of oil which is in stark contrast to…Read moreRead more

Understanding Oil and Energy 101 – US market and drivers

Energy Insights (Analyst note: Written in May 2009, while this article is dated with respect to pricing and inventory levels it is still a great primer on the structure of the underlying market) The primary objective of Global Energy Insights is to provide an overview of the history and current landscape of key energy commodities….Read moreRead more