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Blog Archives

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Middle East Tragedy and Energy Market Turbulence: ExxonMobil Megadeal, New Entrants, and the Importance of Physical Trading

It is impossible to contextualize the horror and tragedy of the terrorist attacks in the Middle East over the weekend. Although sanity and reason tend to normalize our moral compass, history tells us that the fabric of our being contains unsettling forces that has led to bloodshed and war over and over again for the past […]

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Oil Cargo tracking origin story for KPLER with Matt Smith & Marshall Hooper

Tank Talk sits down with the KPLER team Matt Smith & Marshall Hooper. Matt is the Lead Analyst for the Americas & Marshall is the Head of Partnerships, Americas.  In this Episode Matt breaks down potential cargo flow arbitrages & macro oil economics and Marshall tells us the origin story how KPLER grew from a […]

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Pumpkin Spice Oil: The WTI Bulls are Out

We hope everyone enjoyed the long holiday weekend. Labor Day has been a national holiday in the United States since 1894. To many, it may signify picnics, parades, or a day off from work. Organized by the Central Labor Union, the first Labor Day holiday was celebrated in 1882 in New York City. On that day, 10,000 […]

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“we must cultivate our garden.”: Treasury yield plus inflation equals WTI in the 80s

Last week the 10-year U.S. Treasury yield hit its highest level in over 15 years and netted its fifth straight week of gains. Since the yield curve is still inverted, there appears to be more room for the the 10-year to run, which could really make potential first-time home buyers cringe as mortgage rates climbed over […]

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