Paid-members
Supply Chain Monitor Update: PPI Data
Today’s PPI data came in largely as expected, and given that the Fed’s Industrial Production data comes out tomorrow, the reflections on PPI here will be minimal.
Alex Williams
188 postsContingent Supply: New Benchmarks Can Define and Deepen the Lithium Market
Summary Since the passage of the Inflation Reduction Act, efforts to secure the supply of energy transition commodities have intensified considerably. The Biden Administration has announced prizes, research...
Paid-members
Fedspeak Monitor
This week saw a flood of Fedspeak, with statements from nearly half the FOMC.
Paid-members
Supply Chain Monitor Update: Shortages and Trade
Today, we have updates for our shortage monitor as well as new data on nominal import volumes. Across these, we see a few interesting themes.
The Biden Administration Can Manage Upside Oil Price Risk While Building a Better SPR
Introduction Oil markets have always been a geopolitical concern. Widening crack spreads (reflecting a tighter market) suggest that the emphasis today may be on the “geo,” rather than...
