OPEC Day - Lower Price or Market Share
The OPEC+ meeting on 5th December is scheduled to decide whether to delay the voluntary cuts withdrawal. Since July, when OPEC+ announced...
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Sameer Kalra
Nov 25
Israel's Gift to Incoming US President ?
As President-elect Trump prepares to enter the White House. Israel might be preparing a welcome gift for him and an incidental farewell...
Sameer Kalra
Nov 12
Crude check for Oil in the making ?
Oil prices have remained stable between $70-75/bbl for the last two months despite the chaos surrounding them. This stability might have...
Sameer Kalra
Oct 29
Military Spend nears $ 2.5 Trillion
During 2023, the world spent $2.44 Trillion on the military, indicating a 6.8% real growth compared to 2022. According to a report by...
Sameer Kalra
Oct 28
Israel Strikes 1800 Km Away from Home
After decades of proxy fights it was the first round of escalation that Israel entered Iran Air space and conducted a precise strike on...
Sameer Kalra
Oct 21
The Nuclear AI
In the past two years, Open AI and its peers have accelerated internal and external growth at a surprising pace. Even the adaptation of...
Sameer Kalra
Oct 7
New Targets of War - Energy & Power
In the last forty days, natural gas prices are up by 30% and oil prices are up 8% since the start of this month. This has a...
Sameer Kalra
Sep 30
The Sleeping Dragon Fights Back
As per the Bank of America Global Fund Manager Survey, the second most crowded trade was Short China equities with an increase percentage...
Sameer Kalra
Sep 10
Low Price of Oil - Sign of Worry ?
Since July 2024, the price of crude oil has fallen from a high of $88/bbl to the current low of $71/bbl. In a normal economic scenario,...
Sameer Kalra
Aug 27
Wars Enter a New Stage of Escalation
During the past few weeks, the ongoing conflicts between Israel-Iran proxies and Russia-Ukraine have reached new escalation. Last weekend...
Sameer Kalra
Aug 20
Manufacturing Slowdown Started ?
During July, the first hint of a manufacturing slowdown appeared globally. In the past two years, the global economy has witnessed a...
Sameer Kalra
Jul 30
Crude Oil Price at Critical Level
Since December 2023 crude oil prices have been in a range of $76-$86/bbl and this has resulted in stable energy prices that have led to a...
Sameer Kalra
Jul 8
Elections,Central Banks & Gold
In the last three years, the world has gone through changes in geopolitics that have not been observed in the previous fifteen years....
Sameer Kalra
Jun 25
Oil Prices - Upstream or Downstream ?
During the first half of the year, crude oil prices have remained between $80-$85/bbl which has helped the world as energy inflation fell...
Sameer Kalra
May 7
Worrisome Rise of Commodities
In 2023, S&P Goldman Sachs Commodity Index fell by 12% but within the first court months of 2024, that fall was reversed as the index...
Sameer Kalra
Apr 15
Commodity,Inflation & The Fed Reserve
Over the weekend two major events took place that might result in higher commodity prices for longer. First was the Israel - Iran...
Sameer Kalra
Mar 26
Energy Prices Ready for Lift Off ?
Till 15th March, Natural gas and Crude Oil prices were lower or stable compared to the start of the year. But in the past week or so the...
Sameer Kalra
Mar 11
Silence of Commodities
During the last five months, commodities except a few have seen a stable decline or stagnation. This overall trend has resulted in the...
Sameer Kalra
Mar 4
Rude Drivers of Crude Oil Price
It has been almost five months that Crude oil prices have been in a price band of $76-82/bbl. During this time there have been some...
Sameer Kalra
Feb 6
Oil Supply about to get Complicated ?
Are the global crude oil supplies about to get costly again in the months ahead? The conflict in the Red Sea might be on the verge of...
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