Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
German utilities, margin calls… WSJ
Hedging 101… A good example of the flow risk to hedging… A forward or futures hedge creates a potential cash flow mismatch... For producers, a rise in
Top 10 Best Performing Commodities… Oilprice.com
Alex Kimani, Oilprice.com, writes about the top 10 commodities in 2021, including an EV metals chart…
OPEC+ to add 400,000 bls?… likely not…. Bloomberg
Or so says Amrita Sen, Energy Aspects, as quoted in a Bloomberg piece written by Grant Smith, et. al.: “Just 130,000 barrels a day of additional
Investment quilt… Blackrock
Commodities’ long only strategies have been dismal over the past decade, but not last year… Here is Blackrock: