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…was just one of the themes that popped up in our recent client meetings. Inside, we share the key debates that are actually driving positioning right now. Our full‑value‑chain coverage (Energy & Utilities) and a…

…in our weekly marks for our latest (third) iteration of the ‘Love/Hate’ portfolio. The Love/Hate portfolios are short‑term, sentiment‑driven books we refresh every two weeks. 10 longs. 10 shorts. Across all energy & utilities. We…

We went through all of the APC Materials last night and currently going through the MWH filings. Very different companies but MWH arguably the optically more interesting one. We have noticed a meaningful uptick in…

We generally don’t spend a ton of time on the weekly storage numbers – but today’s number could be interesting as it is expected to be a record draw of a median ~375bcf (360- 410bcf…