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Archives for January 2021

January 27, 2021

GSCI components… EIA

Yes, the EIA looks at GSCI components in This Week in Petroleum:

Category iconCommodity Research

January 27, 2021

Carbon credit futures on the CME… WSJ

Ryan Dezember, Wall Street Journal, covers the CME’s plan to launch (on March 1st?) a carbon credit futures contract, here... ”Prices will be

Category iconCommodity Research

January 26, 2021

Bubble in Clean Tech?… Bloomberg

Liam Denning, Bloomberg, has a nice piece on green energy investments looking like a bubble, here... ”We have to wait a few weeks to see just how

Category iconCommodity Research

January 26, 2021

Libya update… Bloomberg

Salma El Wardany, Bloomberg, updates oil production in Libya, here... “Libya’s oil production rebounded to around 1.25 million barrels a day after

Category iconCommodity Research

January 26, 2021

Yields… Barry Ritholtz

Here is Barry Ritholtz, The Big Picture...

Category iconCommodity Research

January 25, 2021

John Kemp on fund activity…

Here is John Kemp, Reuters, on what funds have been up to in energy markets: ”Hedge funds and other money managers bought the equivalent of 17

Category iconCommodity Research

January 22, 2021

Grain prices surge… WSJ

Jesse Newman, Wall Street Journal, highlights the rally in corn and soybeans, here... ”Now, China’s push to increase pork production and fulfill

Category iconCommodity Research

January 22, 2021

Herd immunity by July?… Marginal Revolution

From the excellent Marginal Revolution blog:

Category iconCommodity Research

January 21, 2021

Active WTI options…

I was just talking to someone about how rarely we see WTI options trade over 10,000 contracts on one strike... Yesterday, April $40 and $45 puts

Category iconCommodity Research

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