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Georgie Bill Aggiunto blog Altre informazioni
2026-09-16 08:22:09 -

Geopolitical Risks Drive New Challenges for Crude Buyers
Beyond the Utility Bill: The Emerging Carbon Arbitrage A fundamental decoupling is underway across global energy markets: physical fuel prices and carbon compliance liabilities are no longer moving in tandem. This divergence creates immediate margin risk for energy-intensive manufacturers. In the U.S. market alone, crude oil benchmarks in the U.S. recently surged by 23.8% while natural gas...

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Georgie Bill Aggiunto blog Altre informazioni
2026-10-15 07:53:43 -

The Crude Oil Supply Puzzle: Production Policy Versus Deliverable Barrels
The Energy Market's Biggest Challenge Is Deliverability Energy prices do not depend on production volumes alone. Export routes, shipping access, storage levels, fuel inventories, and power-generation availability determine whether energy can reach consumers when it is needed. This distinction became particularly important in September 2026, when recovering shipments offered some relief to...

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