From Grant Smith, Salma El Wardany and Javier Blas, Bloomberg: “A panel of OPEC+ technical experts agreed to revise down oil-demand estimates for
Corn supply/demand… WSJ
Kirk Maltais, Wall Street Journal, has a nice piece on corn, here... More drivers on the road translates to more demand for corn to make ethanol...
Oil trading… Bloomberg
Javier Blas and Jack Farchy, Bloomberg, on the world of oil trading: “And the wizardry pays off: In an average year, Shell makes as much as $4
Iran, China sign trade deal… S&P
Aresu Eqbali, S&P Global, reports on an oil deal signed between Iran and China, here... “Iran and China on March 27 signed a sweeping 25-year
US debt service, GDP… The Big Picture
Barry Ritholtz, The Big Picture, highlights research from the Petersen Institute for International Economics, here...
Implied Vol update…
Implied vol for WTI moved up to 42.5% on Tuesday, March 23rd, which was up sharply on the day, + 3.9, up from the Feb 10th settle of 30.1, but a mere
Gasoline prices… WSJ
Joe Wallace, Wall Street Journal, writes about elevated gasoline prices, here... ”Refiners throttled back output last year in response to lower
Signs of Strong Oil Demand… Oilprice.com
Tsvetana Paraskova, Oilprice.com, sees oil demand recovering, here... “Travel statistics show that U.S. consumers are driving and flying this month
Rising rates, S&P… Ritholtz
Barry Ritholtz, The Big Picture, has a nice chart on his blog today showing the effect of rising interest rates on the S&P (looks like he is