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Diesel

Europe will miss contracted Saudi oil deliveries, says Bloomberg's statecraft lead
4 takeaways: The pipeline attack that closed a Hormuz bypass, why Europe's shortfall pulls on US crude, diesel at a record high, and what the Greenland…
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Software gets broader, semis get narrower next year, says Hedgeye portfolio manager
14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…
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Diesel is $250 a barrel and the CPI does not include it — Sankey Research's president
12 calls: US refiners running flat out at 98% with distillate inventories at the lowest ever observed, why he is long oil only until December 5, and the…
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US Energy Secretary: the Saudi pipeline outage will be measured in days
4 takeaways: Where the barrels go while it is down, why refining is now the tighter constraint than crude, and his answer to Gavin Newsom's post about…
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Scott Modell: Iran and its proxies can hit just about anything they want at will
6 calls: How long the Saudi East-West pipeline stays shut, why 52 days of US bombing left the Houthis standing, and what he says Trump now believes…
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Marketplace: the 9 biggest tech firms have nearly $3T of debt off the books
7 takeaways: Why central banks are all turning hawkish at once, how buy-now-pay-later balances cost one buyer a mortgage, and the record diesel price…
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Chris Wright: Venezuela's oil output will double in about two years
7 takeaways: Why he says Gulf oil flow is the highest since the Iran war began, why Canada's energy ties are safe from the tariff fight, and his bet on…
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Jim Cramer: the Strategic Petroleum Reserve is down 31% since the war started
7 calls: Why a 14% drop in a convenience-store chain is the first real sign gasoline is reaching the economy, the 3 reasons he is not turning bearish…
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Brooke Rollins: wholesale egg prices are down 90% from the Biden peak
3 takeaways: her case that food and energy costs already beat their Biden-era peaks, how she ties farm costs to Iran's nuclear program, and her direct…
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Paul Sankey: the Venezuela deal is a sideshow, and the diesel price is the colossal problem | Bloomberg Surveillance
Why he wanted Trump on a plane to see Xi, what Ukraine's strikes on Russian refineries did to global diesel, and why a lower oil price would be bad for…
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David Solomon: a 5% term premium is not a calamity, and Goldman's New York headcount is flat | Squawk on the Street
Why he says long-term yields reflect fundamentals rather than fright, what the debt-financed AI build-out does to credit, and where Goldman has put its…
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