Tag: Oil

Russia’s Retreat From Counterparty Risk and SWIFT Over Ukraine – Part 2

I suspect we’ll see tactical nuclear weapons used as NATO membership provides lethal weapons, military advisors, and intelligence data.

Accumulation Phase in the Commodity Bull Market

Capital is looking for somewhere to hide as demand, dislocations, and “structural deficits” in real asset markets offer a safe haven from geopolitical chaos.

The Surge of “Little Green Men,” and Metal is Poised to Strike – Part 3

The Crimean Peninsula needs a land bridge and a reliable source of water from the Dnieper River that divides west and east Ukraine.

Russia’s Retreat From Counterparty Risk and SWIFT Over Ukraine

The Russians said they regard the use of SWIFT as a weapon to be an act of war, and European partners have no appetite for it.

The Inflationary Black Gold Rush at the Gas Pump – Part 2

A one-off sale from the Strategic Petroleum Reserve (SPR) will not do much to reduce oil prices for any significant period of time.