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Oil Price Breakdown ? Recession ahead
Yesterday, OPEC+ decided to start reversing the 2.2 mn bbl/day cuts from April 2025. This is estimated to reduce the deficit by 0.9 mn...
Sameer Kalra
Mar 4


USA & Russia : Warm up in Winter ?
In the last few days, the geopolitical world has been turned upside down by a one-hour call between President Trump and Putin. Two major...
Sameer Kalra
Feb 18

Gold : The Only thing Shining
Since October 2023, gold prices have increased 60% to $2900/oz. Ever since the first lockdown in 2020, central banks throughout the world...
Sameer Kalra
Feb 17


World Tariff War 2 - Second Week
It has been only a week since China imported goods into the USA and received a 10% tariff hike, with Canada and Mexico tariffs postponed....
Sameer Kalra
Feb 11

World Trade War 2 - 48 hrs onwards
After 48 hours since the initial order in tariff was signed, there has been de-escalation and escalation simultaneously. Given that IEPA...
Sameer Kalra
Feb 4

2025 - World Ceasefire or War ?
As the president-elect is due to take office on 20th January, the world politicians and country heads are pushing towards de-escalation....
Sameer Kalra
Jan 14


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...
Sameer Kalra
Dec 3, 2024


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 25, 2024

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
Nov 12, 2024

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 29, 2024


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 28, 2024


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 21, 2024

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
Oct 7, 2024

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 30, 2024

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
Sep 10, 2024

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 27, 2024

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
Aug 20, 2024

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 30, 2024

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
Jul 8, 2024

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
Jun 25, 2024
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