Chris Yates

A Story of Speculators and SupplyFor the oil market, 2023 has been a story of the power of speculators and upside surprises in supply. Thus far, it has paid to fade speculative positioning, while...

Summary & Key Takeaways: Bloated inventories and strong US production are weighing down natural gas prices. Although LNG export demand remains strong, unseasonably warm weather in the US is leading to...

One: Welcome to the Window of StrengthYes, seasonality does matter. In my last Chart Book I discussed the importance of the options expiration cycle and its role in how the market behaves throughout...

The indicators of the physical market overall remain tight, with the only concern being an oversupply of gasoline. We seem to be transitioning for a period of sustained inventory drawdowns to a more...

On the back of inventory draws and term structure backwardation, the indicators of real-time supply and demand continue to support oil prices over the short term. Although we are probably due for a...

In this week’s edition of the Acheron Insights chart book:The post September options expiration window of weakness could usher in a period of volatility…. Market internals and investor...

For those who have been bullish bonds and calling for a rally throughout 2023, it has been on the back of falling growth and waning inflation such thesis have been based. By simply looking at the...

For the short to medium-term fundamentals that influence the gold price - primarily the likes of real yields and the dollar - the outlook is still somewhat mixed for gold after what has been a...

“This is the biggest moment for nuclear energy since the dawn of the atomic age.” - Maria Korsnick, President & CEO of the Nuclear Energy Institute, 2023 Nuclear Energy Assembly.The investment case...

Following OPEC’s surprise production cut in April that saw crude oil squeeze from $65 to $80 per barrel in a manner of days, hedge funds and the like have once again resumed selling on slowing...