Has he ruled out using astrology? Wish the science based approach to pandemic also applied to international trade

Putin’s illegal Black Sea blockade is destroying Ukraine's economy and causing global hunger. Here's my thoughts on how to break it bloomberg.com/opinion/articl… via Bloomberg Opinion

Either he's wrong or the news last week was wrong. MLRS can definitely reach Russian territory from Ukraine.

As the market positions for the EU import ban, will Russian oil flows merely be reshuffled, or actually reduced? I'll present my outlook at next week's event hosted by Baker Institute Center for Energy Studies (CES) Please register and join the discussion.

Thanks Bob McNally, what a thrill to join the Rapidan Energy Group team!

Thanks Brian Sullivan for having me on to discuss the World Energy War getting underway. Starting in Europe with natural gas, it'll spread globally this winter into oil and impact all energy, while roiling geopolitics and energy/climate policies. #BuckleUp cnbc.com/video/2022/09/…

Jay Powell's preferred yield curve (near-term forward spread) is telling him to stop hiking rates. Note this is the same exact measure the Fed chair pointed back in March (link to those comments) that things were fine. Well it's now flipped on its head. bloomberg.com/news/articles/…

I am honored to be asked to review the energy market, policy, and geopolitical landscape... and perhaps make one or two policy recommendations... Then off to Riyadh for the exciting IAEE conference with my Rapidan Energy Group colleague Clay Seigle. I look forward to seeing folks.

Join us next Monday for the first IEF Oil Market Analysis Webinar. Rapidan Energy Group's Clay Seigle, S&P Global Commodity Insights's Karim Fawaz and Commodity Context founder Rory Johnston will discuss the current supply and demand forecasts from the world's leading energy institutions. #EnergyDialogue

OPEC+ is not throwing in the towel on oil market management, it's throwing a bone to President Trump who chastised the group for withholding supply. It can and will reverse the supply hike decision if the market turns against it.

So attacks on non US ships are tolerable? Maybe I’m being too literal. Feel it’s important to know though

What if headed not to Red Sea but Gulf of Oman? Two fewer days with any speed assumption

Israel has successfully degraded Iran's long-range missile capabilities. But Iran still has plenty of short range firepower to throw at US allies in the Gulf region, and energy shipping. I discussed the shipping risks with CNBC cnbc.com/video/2025/06/…

What if, instead of trying to rebuild, they just covertly spin up a couple hundred centrifuges to weaponize their HEU?

Since Hungary and Slovakia are the only two EU buyers, I expect President Trump can and will persuade his allies Orban and Fico to cooperate.

Yes indeed Pompeo did. Trump though is emphasizing oil x.com/i/status/19676… so structuring a deal with Orban and Fico is the low-hanging fruit for his stated priority.