From the excellent John Kemp, Reuters, here…
Ammonia prices… EIA
US ammonia prices are sharply higher too… Here is the EIA: ”The U.S. price of ammonia, the primary source of nitrogen fertilizer, has risen by a
East coast jet fuel prices decline from record highs… EIA
From the EIA’s This Week in Petroleum, here… ”Aside from pandemic-related disruptions to petroleum product supply and demand, the East Coast’s loss
An important oil demand indicator… Worldometer
From Worldometer, here is an update on new coronavirus infections in China:
Call spreads active in Brent…
Yesterday around 30,o00 call spreads traded in Brent options… Here is a summary: July22 139/140 call spreads traded, settling at $.o5 (most of this
Jet fuel prices soar… Bloomberg
Javier Blas, Bloomberg, highlights soaring jet fuel prices here… “In some ways, the current jet-fuel market is a copy-and-paste version of what
Chaotic Commodity Markets… WSJ
Ryan Dezember, Wall Street Journal, discusses the crazy world of commodity markets, here… ”Wild swings in futures markets are complicating business
Jim Grant on interest rates… Octavian Report
Richard Hurowitz, Octavian Report, interviews Jim Grant on interest rates, here… “Grant: We might. Back when I went to Stanford, there was a
Infographic, Russian oil exports… S&P
S&P Global has a nice graphic on Russian oil exports, here…