Javier Blas
JavierBlas
Iron ore prices have surged to a RECORD HIGH. And that's a great excuse to tell you about how the market has changed over the last 75 years. Iron ore
Read more
OIL MARKET 1: An imaginary line cutting across the Suez Canal divides the oil market. East of Suez demand continues to improve, led by China, India and Japan. Soon, ex-jet
Read more
SHUT-INS (A THREAD): US and Canada combined shut-ins appear to have been running higher than what listed companies have disclosed, perhaps peaking as high as ~4.0 million b/d (the figure
Read more
BEHIND THE G-20 STATEMENT: There were a few interesting changes, from the earlier drafts on Friday to the final communique (this is normal diplomatic wrangling, but interesting to see what
Read more