by Andy Walker | May 18, 2020 | Insight
The alert trader holds a particular maxim in high regard. It is to never underestimate the influence of one’s present condition in infecting the mind as it looks to the future. It is the thought process of the contrarian. It is striking how many mainstream...
by Andy Walker | May 1, 2020 | Insight
The mire that the Hin Leong organisation have got themselves into has turned the spotlight, yet again, on conduct in the commodity trading business. The world of commodities is no stranger to instances of losses of heroic levels, going all the way back to Kloeckner in...
by Andy Walker | Apr 21, 2020 | Insight
US LNG Production challenges Despite the low levels of feed gas prices in the US, LNG produced by liquefaction plants is struggling to find end consumers. Given the nature of these facilities (frequently a tolling-style contract), the next logical step will be to...
by Andy Walker | Apr 16, 2020 | Insight
At the risk of entering an already overcrowded arena of comment, counter comment, important research and (predictably) fake news, what is the Energex take on the outlook for the likely trend in the demand for and the price of crude oil and oil products?...
by Andy Walker | Apr 1, 2020 | Insight
Trevor Turner is a management consultant and chartered engineer (electricity) and was previously a director and senior manager in the UK power and gas sectors. For more information go to www.ceturn.com. He shares his views here on the efforts so far to reduce GHGs....
