China robust commodity imports confound weak economy narrative March 4, 2024 In stark contrast to the ongoing weakness in China’s key manufacturing index, the imports of key commodities are roaring ahead.
Russia to abolish export tariffs on oil and coke December 18, 2023 Russia is abolishing duties on oil and coke to zero from 1 January 2024, according to the Ministry of Finance.
Global trade at risk as shippers shun Red Sea over Houthis attacks December 18, 2023 Major shipping companies paused transiting the Middle East’s critical Bab al-Mandeb chokepoint for seaborne trade Dec. 15
Riff on Markets September 27, 2023 I’m working on a long-form post on Chinese energy policy which is not quite ready for the printing press. I’m therefore going to riff a little on markets here.
Did we just Witness the OPEC Put? August 23, 2022 Did we just Witness the OPEC Put? OPEC+ stands ready to cut crude oil output to correct a recent price decline.