Good Morning:
Yesterday Brynne Kelly stopped and spent a full hour with the GoldFix Founders group discussing all things Energy. It was extremely productive as much was shared.
Slides: Commitment of Traders Analysis for Gold…
**BRYNNE’s Oil Analysis Starts at the 58:00 Minute Mark onward**
There were some interesting questions focused on these topics ( not in order).
Current OPEC Production cuts and their continuity
SPR refill process
Recession and Oil vs Monetary policy
ESG effects, legacy, and going forward
Cushing (vs Gulf Coast) as a proxy for supply issues
Solar Power logistics and hidden problems
Shale Oil
“Weaponizing” Oil
Europe’s subsidies last year.
Oil vs Gold- geopolitically yes.. fundamentally.. no
Futures curves as a better indication of true demand
2008 Beijing Olympics Oil spike vs today
USO structural changes and their partial effect on futures curves
Oil Slides…
