Our View

Aramco's China Dream

Chinese demand growth is the Aramco dream. Absent a policy change, the Chinese economy will fall into stagnation or worse, turning Aramco's dream into a nightmare. Click here to read more.

Oil Markets Have No Confidence in OPEC+

The lost confidence is evident in the precipitous drop in open interest (see graph). See Our View here for more.

Aramco's China Dream; Exxon as OPEC Executioner; Two Futures Markets: Separated by the Atlantic (November 4, 2024) -- This week's report covers the three topics described here in the report title.

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