Commodity Research GroupĀ (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Refinery shutdowns in the USā¦ RBN Energy
The excellent RBN Energy has a great piece on refinery shutdowns, hereā¦
Giving up on the apocalypse so soon?
From QuikStrikeās excellent Most Active Strike tool, hereā¦ Dec22 $200 calls were the most active strike yesterday, 7,872, with a net 4,391 liquidation
Crack spreads soarā¦ WSJ
Here is Jinjoo Lee, Wall Street Journal, on crack spreads: āWhile global demand for petroleum productsāranging from gasoline and diesel to jet
Freeport fireā¦ EIA
Here is the EIAās Today in Energy series on the Freeport facility fire: According to Freeport LNG Development, L.P., the preliminary assessment
High gas prices hit demandā¦ WSJ
Jennifer Hilton and Collin Eaton have a nice piece in todayās Wall Street Journal on high prices vs. gasoline demand, hereā¦ āIn the first full week
Biofuel Mandatesā¦
David Fickling, Bloomberg, on biofuel mandates when farmland, crop production is scarceā¦ āAs a result, an industry that always had questionable
Refining marginsā¦ The Economist
The Economist has a nice piece explaining why refining margins are soaring, (I didnāt see price gouging on the list)ā¦Ā hereā¦ āThree factors explain
Energy goods and services as % of PCEā¦ Calculated Risk
From the Calculated Risk blog, here is a better way to look at energy prices than discounting by CPI and shouting ārecord prices!āā¦.