by Andy Walker | Jun 1, 2021 | Insight
Perhaps the events of 26th May will come to be seen (as many commentators have already suggested), as a watershed day for Big Oil. In different settings, but for much the same reasons, Shell, Exxon and Chevron had (in Texas Wildcatter lingo) their “asses handed...
by Andy Walker | Feb 24, 2021 | Insight
After years of mulling over the appetite and consequences, Platts have finally signalled a move to include a CIF price – that of WTI Midland (or W Tim as one industry wag has christened it) – in the Brent Blend basket starting in July 2022. This is the...
by Andy Walker | Feb 11, 2021 | Insight
Michael Lewis’s 1999 book, The New New Thing, hit the shelves just as the technology mania and the crazy valuations of entities with net-zero revenues (to ape current phraseology) frenzied the investment world (best represented in the mid 1990’s by the launch of...
by Andy Walker | Sep 16, 2020 | Insight
Building a commodity trading business: rewards and risks The HC Insider Podcast Each day, around the world, HC Insider has fascinating one-on-one conversations with their connections. Their collaborators are uniquely informed, creative and inspirational in their...
by Andy Walker | Aug 28, 2020 | Insight
“One day I’m feeling down on the ground, the next I’m up in the air” Sandie Shaw could have been singing about traders in her 1969 Eurovision Song Contest winner, “Puppet on a String”. The psyche of the trader is binary. They rarely find...
by Andy Walker | Jun 10, 2020 | Insight
“I am the monarch of all I survey; My right there is none to dispute; From the centre all round to the sea I am the lord of the foul and the brute” (William Cowper: 1731-1800) Writing his “The Solitude of Alexander Selkirk” in the late 18th...
