Here is one response to the spreading virus but Joanna Ossinger and Anchalee Worrachate talk to ten strategists, here...
Oil fund suffers losses… FT
The Financial Times describes an oil trade that went wrong for an oil fund, here... The FT describes the trade as long diesel/short high-sulphur fuel
US stock levels… EIA
From the EIA’s This Week in Petroleum, here are stock levels of oil, gasoline and distillates compared with the 5 year range:
Trends in demand for petroleum products… EIA
Here is the EIA on the trend on demand for petroleum products: ”The U.S. Energy Information Administration’s (EIA) February Short-Term Energy
Podcast: February 2020 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Natural gas prices.. EIA
I’m now going through last week’s release of the EIA’s Short Term Energy Outlook.... Here is a chart showing world natural gas prices:
An Assessment of Economic Conditions… Dallas Fed
Dallas Fed President, Robert Kaplan, on economic conditions, here... “In this context, Dallas Fed economists expect U.S. crude oil production growth
Peak emissions?… Bloomberg
From Bloomberg, here...
Crude oil curves…
Here is March/April WTI from Barchart.com: And, the futures and vol curve from the CME: