Ulti

https://www.apartmentlist.com/research/national-rent-data

http://www.gasprocessingnews.com/news/exxon-signals-big-gains-in-second-quarter-oil-and-gas-production-in-securities-filing.aspx

https://research.gavekal.com/content/webinar-investing-in-the-age-of-weaponization/

https://haymaker.substack.com/p/the-inherent-tension-in-malthusian

https://oilprice.com/Energy/Energy-General/New-ESG-Rules-Are-Hurting-American-Farmers.html

http://www.gasprocessingnews.com/news/canada-sees-repsol-lng-as-fastest-way-to-boost-gas-supply-to-europe.aspx

Totally agree with you Spek…. Listening to this guy.. very smart but the Biden admin doesn’t see it our way.. only in the last 2 minutes does he acknowledge that energy infrastructure bailout is needed because renewable bldout is slow

https://oilprice.com/Energy/Energy-General/The-Winners-And-Losers-Of-The-New-Energy-World-Order.html

https://podcasts.apple.com/us/podcast/jigar-shah-on-the-does-role-in-accelerating-the/id1056200096?i=1000568239668

https://www.nytimes.com/2022/06/29/business/liquefied-natural-gas-europe.html

https://www.eastbaytimes.com/2022/06/16/california-fuel-prices-set-to-soar-as-refiners-undergo-work/

Vet

https://www.calculatedriskblog.com/2022/06/predicting-next-recession.html

https://www.oilandgas360.com/europes-plans-to-replace-russian-gas-are-deemed-wildly-optimistic-and-could-hammer-its-economy/

https://ritholtz.com/2022/06/revisiting-peak-inflation/

https://www.frbsf.org/economic-research/publications/economic-letter/2022/june/policy-nimbleness-through-forward-guidance-speech/

CHART OF THE DAY: Liquidity in the oil market is getting thinner and thinner. The number of outstanding contracts (or open interest) for Brent and WTI has fallen to a 7-year low | #OOTT

https://allstarcharts.com/a-double-whammy-for-cyclical-assets/

13.5 minute mark on Energy.. Spot on

https://podcasts.apple.com/us/podcast/jonathan-miller-on-urban-real-estate/id730188152?i=1000567635324 good discussion on mf overbuild, sunbelt, NYC,and all thing RE