20 Nov 2023
The EV Impact on Oil Consumption by E`LEMENTS / Visual Capitalist As the world moves towards the electrification of the transportation sector, demand for oil will be replaced by demand for electricity
To highlight the EV impact on oil consumption, the above infographic shows how much oil has been and will be saved every day between 2015 and 2025 by various types of electric vehicles, according to BloombergNEF. Link to full article: https://lnkd.in/eYm5iJ8d
30 Oct 2023
How big is the Oil Market ?
by Elements / Visual Capitalist
20 Oct 2023
Oil vol, OVX, and gold vol, GVZ, have exploded higher and continue to stay at elevated levels/move to new recent highs
These are the two assets to watch for the "real" war stress. Source: TME, Refinitiv
19 Oct 2023
Will oil prices react to the Israel-Gaza conflict?
A probability tree by Alexandre Kateb, CFA
17 Oct 2023
Cost to move oil has surged!
Since Hamas attacked Israel, freight rates on 16 global routes are up +50%. Biggest gain has been for shipments across the Mediterranean Sea, which are up 2x. This is inflationary Source: Bloomberg, Genevieve Roch-Decter
16 Oct 2023
Bloomberg analysis on war potential economic and market impacts
Source: Bloomberg
11 Oct 2023
WIth the Vix <17, Brent oil<$90/bbl and S&P 500>4350, do you feel that risk is currently mispriced?
Source: HolgerZ, Bloomberg
10 Oct 2023
Oil is not going away anytime soon
Source: Markets & Mayhem 🤖
