Latest ideas and analyses related to Russia & Ukraine

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Oil and Gas

+40 pts



Disturbance In The Flow, There Is

By mooreideas on June 29, 2022, 9:16 a.m.
Tagged topics: Russia & Ukraine

Views: 30, Votes: 7, Responses: 0, Attachments: 1
Oil and Gas

+37 pts



Russian gas disruptions start to trickle in; TTF risks heavily skewed to the upside

By ethonomics on May 13, 2022, 1:53 p.m.
Tagged topics: Russia & Ukraine

Views: 31, Votes: 3, Responses: 0, Attachments: 1
HON , BKR , GTLS , SRE , ITT , EMR , FLR , FLS , KBR , LNG

+10 pts



FLR quietly up 18% this year, been choppy as the company has transitioned away from oil and gas but should set up well with infrastructure...

By Supersaverguy on April 14, 2022, 1:12 p.m.
Tagged topics: Europe , Russia & Ukraine

Views: 1, Votes: 1, Responses: 0, Attachments: 0
LNG , SRE , EMR , HON , ITT , FLS , KBR , FLR , BKR , GTLS

+40 pts



US Liquefaction Development Scenarios to Replace Russian Gas Flows into Europe

By ethonomics on April 14, 2022, 11:49 a.m.
Tagged topics: Europe , Russia & Ukraine

Views: 46, Votes: 4, Responses: 1, Attachments: 1
Energy

+1 pts



thanks...

By redditaccount808 on April 9, 2022, 2:33 p.m.
Tagged topics: Russia & Ukraine

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Energy

+38 pts



LNG Latest - In Charts

By ethonomics on April 8, 2022, 6:27 p.m.
Tagged topics: Russia & Ukraine

Views: 32, Votes: 4, Responses: 1, Attachments: 1
Emerging Markets , Global Macro

+7 pts



oh, overweight Chinese stock? policy risk plus zero covid strategy mean bigger drop ahead....

By wallstreetfront on March 28, 2022, 5:04 a.m.
Tagged topics: COVID-19 , Russia & Ukraine

Views: 3, Votes: 3, Responses: 0, Attachments: 0
Emerging Markets , Global Macro

+2 pts



Interesting thoughts. What would be the result of this all ?...

By 12MeterYacht on March 27, 2022, 3:10 p.m.
Tagged topics: COVID-19 , Russia & Ukraine

Views: 1, Votes: 2, Responses: 0, Attachments: 0
Emerging Markets , Global Macro

+25 pts



Wall Street analysts start to use the word "endemic" to describe the end of the 2.5 year COVID battle. But one thing they have neglected...

By marschenntdeb729bd97b0413b on March 25, 2022, 11:48 p.m.
Tagged topics: COVID-19 , Russia & Ukraine

Views: 57, Votes: 7, Responses: 1, Attachments: 0
Emerging Markets , Global Macro

+11 pts



Timely report. I’m trying to rank the major areas of concern investors now have, and COVID is fairly low down the list after war, inflation,...

By realmomobags on March 25, 2022, 6:21 p.m.
Tagged topics: COVID-19 , Russia & Ukraine

Views: 1, Votes: 2, Responses: 0, Attachments: 0
Commodities

+41 pts



Commodity Terms of Trade & Exchange Rates

By ethonomics on March 25, 2022, 3:27 p.m.
Tagged topics: Russia & Ukraine

Views: 42, Votes: 5, Responses: 0, Attachments: 1
Global Macro , Emerging Markets

+51 pts



From Covid, to Conflict, to Covid Again

By ethonomics on March 25, 2022, 3:26 p.m.
Tagged topics: COVID-19 , Russia & Ukraine

Views: 57, Votes: 7, Responses: 4, Attachments: 1
Energy

+37 pts



What US LNG can do for Europe

By ethonomics on March 25, 2022, 3:24 p.m.
Tagged topics: natural gas , Russia & Ukraine

Views: 38, Votes: 3, Responses: 0, Attachments: 1
Autos

+35 pts



US Autos - Cut estimates on Ukraine conflict; Rentals best positioned, suppliers worst positioned

By ethonomics on March 24, 2022, 11:01 a.m.
Tagged topics: deep dive , Russia & Ukraine

Views: 237, Votes: 3, Responses: 0, Attachments: 1
EPAM

+33 pts



$EPAM - Navigating through uncertain times (as requested)

By junkfoodlover on March 22, 2022, 11:07 a.m.
Tagged topics: Russia & Ukraine

Views: 31, Votes: 1, Responses: 0, Attachments: 1
EU Macro

+35 pts



Further downside likely, but...time to start building a wish list

By realjoe on March 8, 2022, 1:50 p.m.
Tagged topics: inflation fears , Russia & Ukraine

Views: 32, Votes: 4, Responses: 0, Attachments: 1
US Macro

+47 pts



Global Markets Comment: How Much Risk is Priced into Global Assets Now?

By ethonomics on March 7, 2022, 5:17 p.m.
Tagged topics: Russia & Ukraine

Views: 60, Votes: 8, Responses: 0, Attachments: 1
Global Macro

+46 pts



Where #Russia matters most: oil and nat gas in Western Europe

By ethonomics on March 7, 2022, 4:31 p.m.
Tagged topics: inflation fears , Russia & Ukraine

Views: 142, Votes: 7, Responses: 0, Attachments: 1
US Macro

+1 pts



Thanks!...

By uniqueerique on March 7, 2022, 8:58 a.m.
Tagged topics: inflation fears , Russia & Ukraine

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+40 pts



The key inflation risk for the United States remains higher oil prices

By ethonomics on March 4, 2022, 3:58 p.m.
Tagged topics: inflation fears , Russia & Ukraine

Views: 124, Votes: 3, Responses: 1, Attachments: 1