By Greg E. Sharenow, John M. Devir | Oct 12, 2022 OPEC+ Production Cuts Show Energy Security Has a Price The OPEC+ plan to curb oil production complicates the global economic, inflation, and geopolitical outlook and will likely lead to higher prices for key commodities.
By Greg E. Sharenow, Lewis Hagedorn, Andrew DeWitt | Sep 21, 2022 California Climate Bills Should Support Carbon Prices The state takes a long view on environmental policy, potentially benefiting California’s cap-and-trade program.
By Geraldine Sundstrom, Tania Bachmann, John Mullins | Apr 14, 2022 Russia-Ukraine Ramifications: Not All Trade Is Created Equal The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety of industries.
By John M. Devir, Dan Hwang | Apr 13, 2022 U.S. Energy Sector Poised to Regain Dominance As the West cuts Russian energy supplies, U.S. shale oil and natural gas producers may regain global dominance.
By Greg E. Sharenow, Andrew DeWitt | Mar 02, 2022 Commodities: Time to Shine Commodities appear attractive amid elevated inflation, lingering supply-demand imbalances and high roll yields
By Greg E. Sharenow | Nov 16, 2021 Energy Volatility Shows Power of Commodities to Influence Inflation The recent surge in oil and natural gas prices highlights the interconnected nature of energy markets, as well as the complexities of transitioning away from fossil fuels.
By Anderson Dong, Carol Liao, Ke Tang | Nov 11, 2021 Down, Not Out: 5 Things to Know About China's Power Crunch While the recent energy crisis has disrupted China’s economy, we do not expect a significant drag on growth.
Aug 24, 2020 Gold Still Shines Bright Despite reaching record highs earlier this month, gold remains attractively valued, according to our framework.
By Greg E. Sharenow | Mar 11, 2020 Oil Prices: Lower for Longer As the oil surplus builds, we expect U.S. crude oil to linger at $30-$40 per barrel for the next several months.
By Greg E. Sharenow | Jan 28, 2020 Oil Prices and the Ripple Effects of ESG Questions about environmental, social, and governance (ESG) issues are becoming central to commodity markets and capital allocation discussions.
By Greg E. Sharenow | Jan 16, 2020 Key Geopolitical Risks to Oil in 2020 Tensions in the Middle East and North Africa have once again brought geopolitical risks to the forefront of oil markets.
By Greg E. Sharenow | Sep 16, 2019 Saudi Oil Site Attacks Exacerbate Tightening Supply, Add to Price Risk Premium Attacks and outages could add to the longer-term geopolitical risk premium in oil prices.
By Greg E. Sharenow | Sep 10, 2019 Oil Supply Outlook: Is Your Barrel Half Full or Half Empty? Continued tight crude balances could be the bigger surprise to the market.
By Greg E. Sharenow | Jun 12, 2019 Oil Sell-Off Sparks Investment Opportunities Demand concerns, trade tensions, and strong implied U.S. production are driving an oil sell-off, much like in fourth-quarter 2018, but the complicated backdrop may create investment opportunities.
By Greg E. Sharenow | Dec 07, 2018 What OPEC’s ‘Third Way’ Means for Investors The OPEC agreement seeks to limit the market imbalance and stem the recent price decline while not driving prices substantially higher.
By Andrew Balls, Joachim Fels, Tina Adatia | Nov 05, 2018 Rapid Fire: Inflation, Recession and Antitrust Action PIMCO’s Global Economic Advisor and CIO Global Fixed Income discuss inflation, the risk of recession, oil, emerging markets and what keeps them up at night.
By Vinayak Seshasayee, Michael Kim | Oct 23, 2018 Collapsing Oil Prices, Not Trade, Pose Biggest Exogenous Risk to Canada’s Economy While trade policy has dominated headlines, we believe investors should focus on the collapse of Western Canadian Select (WCS) oil prices relative to global benchmarks, which represents the biggest exogenous risk to the Canadian economy.
By Greg E. Sharenow | Oct 10, 2018 Oil Hits Multiyear Highs on Renewed Iran Sanctions: What Investors Should Watch While we believe investors can expect a hawkish policy stance to keep supporting prices, the possible extension of waivers could drive the price trajectory.
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Anderson Dong Andrew Balls Andrew DeWitt Carol Liao Dan Hwang Gene Frieda Geraldine Sundstrom Greg E. Sharenow Joachim Fels John M. Devir John Mullins Ke Tang Lewis Hagedorn Michael Kim Tania Bachmann Tiffany Wilding Tina Adatia Vinayak Seshasayee
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