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Strait of Hormuz Disruption and the Long Tail of Higher Oil Prices
Saurabh Lele illustrates the scale of oil disruption and why he thinks oil prices will remain above pre-conflict levels for[…]
COVID-19: Prepare for the Transition from Pandemic to Endemic
COVID-19 variants may come and go, but Senior Commodities Analyst Saurabh Lele thinks investors should plan for a longer-term scenario:[…]
Wuhan Coronavirus: Key Variables to Watch
There are still many unknowns, but there are some indications that the outbreak may not be as severe as our[…]
What’s Next After the US Airstrike in Baghdad?
The US drone strike that killed General Qassem Soleimani signals a major escalation of US-Iranian tensions.
A Trump White House: Potential Impact on Commodities
How President-elect Trump interacts with the GOP will give us clues as to how policy positions could ultimately impact global[…]
Oil Outlook for the Remainder of 2016
I believe oil prices will likely remain under pressure through the end of the year. There has been exceptional growth[…]
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