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Archives for May 2021

May 5, 2021

Jet fuel surge? Bloomberg

Jeffrey Bair, Justin Bachman and Breanna T. Bradham, Bloomberg, write about a projected surge in jet fuel demand, here... ”Jet fuel use is expected

Category iconCommodity Research

May 5, 2021

Options update…

While it is impossible to know the motivation behind each trade, we can see that yesterday’s activity in WTI options, net, showed some liquidation of

Category iconCommodity Research

May 4, 2021

Iranian oil production… Bloomberg

Grant Smith and Julian Lee, report on OPEC’s steady oil production in April, here... But this is what they had to say about Iran: “The disruption in

Category iconCommodity Research

May 3, 2021

Should oil bulls be nervous?

Andres Guerra Luz and Verity Ratcliffe, Bloomberg, quote Iraqi oil minister, Ihsan Abdul Jabbar, here... (my bold)... “Iraq’s oil minister, Ihsan

Category iconCommodity Research

May 3, 2021

A leading indicator?

Calculated Risk has a few leading indicators, here, but this one may be most meaningful... The last thing I want to do is ride on a NYC subway... But

Category iconCommodity Research

May 3, 2021

Globalization in a Needle…

I liked the title of Afshin Molavi’s article on substack, here... ”Last week, I got a shot of globalization injected directly into my arm. I was

Category iconCommodity Research

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