John Kemp, Reuters, does an excellent job summarizing the CFTC’s weekly Commitment of Traders report, here... One weakness in the CFTC’s report is
The Car Is Staging a Comeback… Bloomberg
From Bloomberg: “Gasoline’s recovery may extend into summer amid changes in the way people vacation. In the U.S., demand for long-haul recreational
CO2 emissions, carbon credit futures…
From Bloomberg (IEA data) here is a look at what CO2 emissions look like over time... And, below is a chart of carbon credit futures traded on ICE
CSO’s continue to trade actively…
Here are two snapshots from the CME’s Most Active Strike tool... The first shows the WA calendar spread option contract which are exercised into
More on negative prices… Bloomberg
Matthew Leising, Bloomberg, does an excellent job shedding light on the day WTI futures traded down to -$40,
Stock levels, days supply… EIA
From the EIA’s ‘This Week in Petroleum”,below are some charts of petroleum, gasoline and diesel stocks and days supply of each... Note gasoline’s
Spread options update…
Do put/call ratios mean anything? Is the storage glut gone? 44,750 spread option calls traded yesterday (to 3,725 puts) led by a July/August20 to
The oil glut… WSJ
Amrith Ramkumar, Tristan Wyatt and Collin Eaton, Wall Street Journal, have a nice piece illustrating the oil glut, here...
The oil rebound… CNBC
Patti Domm, CNBC, has a nice piece on the rebound in oil prices, here... ”The pickup in gasoline demand is coinciding with big production cuts, and






