US Sanctions on Russian tankers elevates Asia's competition for Middle Eastern crude supplies with knock-on effects for US energy exports as Trump tariffs inch closer
A closer look at fund managers' energy market futures and options positioning
The US Treasury Department's Office of Foreign Assets Control (OFAC) released the toughest sanctions on Russian tankers since the start of the Russia-Ukraine War in 2022.
Power market trends to watch and questions to answer in 2025
Record high weekly crude imports from Canada in the first week of 2025 contrast against a steady decline in imports from Mexico as Pemex production troubles continue.
The Jan 1 expiration of the US debt ceiling suspension enacted under the Fiscal Responsibility Act of 2023 leaves the Treasury Department with just one to two weeks until the US reaches its new debt limit.
Today in oil and natural gas markets:
How the second Trump administration could handle sanctions on Iranian and Venezuelan oil and potential knock-on effects or global crude markets.
The top takeaways from the DOE-sponsored 2024 US Data Center Energy Usage Report from the Lawrence Berkeley National Laboratory
Market bets for >50 bps of rate cuts by the Fed's Sep. '25 meeting drop to 7.5% from over 70% two months ago.
