I had the fortune (neither good nor bad) of being an energy analyst in 2008 as Lehman Brothers collapsed, in part triggering a global financial crisis. I was also an energy analyst, again, when a pandemic caused the mechanics and circulatory system of much of the global economy to seize up in 2020.
Hi there — Bruce Falck, Halcyon CEO, checking in while Nat is enjoying some well-deserved time off this week.
If you think Houston is the Energy Capital of the World, you may have heard of an energy industry get-together called CERAWeek, hosted by S&P Global.
As I write this, the White House is planning another sweeping round of tariffs on US imports. This round follows earlier rounds of tariffs, and tariff reversals, and intra-day tariff rates, since the start of the second Trump administration two months ago.
There are a lot of dockets out there. Halcyon catalogs hundreds of new ones every week. All are important, but some are more important than others. And right now, Halcyon has been examining one of the hottest dockets around:
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