(1) It’s a cruel crude world after all. (2) Oil mixes easily with autocrats and kleptocrats. (3) Precedent Putin. (4) Daffy Gaddafi’s successor likely to be chaos. (5) Can the Saudis provide an oil change? (6) $1 at the gasoline pump = $150bn tax hike. (7) Summer driving season is coming. (8) EMs are still underperforming. (9) Outperforming assets still energy-related. (10) GDP prospects aren’t rosy. (11) “Unknown” (+).
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