@EthanYWu@FT@TheEconomist@rbrtrmstrng Thank you Ethan, you’ve been a wonderful, valuable and informative writer. Sounds like a great opportunity and look forward to reading your missives in the new role, but you will be missed from this one.
Oil prices may be deflated with risks of further downside, but under-investment in the sector will have an impact when demand surges back, says @Trafigura's Saad Rahim.
A final thought on Japan: 3rd world's top economy is struggling to keep the lights on. California periodically suffers blackouts; China was hit by power shortages recently. If the world truly is to embrace EVs / electrification, more $$$ will be need for power plants and grids
.@Trafigura's chief economist @SaadRahim spoke to Argus' @KRozhnov about oil demand prospects and Trafigura's multi-dimensional approach to thriving in the energy transition: https://t.co/sqI9oDwXaD | #ArgusOil#OOTT
Argus' #energytransition hub: https://t.co/P5DwFvYbKl
INTERVIEW: “We expect crude stocks to build into the year-end,” said Ben Luckock, co-head of oil trading at Trafigura. “Headline oil prices were a bit higher [...] my gut feeling is that we will drift into the high $30s” | #OOTT with @helloimserene https://t.co/8UHvb0DIs9
And a very interesting line from @Trafigura interim financial report about its "market intelligence", claiming it was on the right side of the OPEC production swings | #OOTT