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Jim Colburn

July 8, 2019

More Natural Gas Than it Can Use… NY Times

Clifford Krauss, NY Times, has a nice piece on Israel as a producer and exporter of natural gas, here... ”Part of the problem is timing. Just as

Category iconCommodity Research

July 4, 2019

Palladium outshines gold… WSJ

Joe Wallace, WSJ, has a nice piece on the two metals, here... “A key ingredient in the catalytic converters that reduce pollutants in car

Category iconCommodity Research

July 3, 2019

Planned shutdown of Philadelphia refinery… EIA

From,the EIA’s,This Week In Petroleum, here... “On Friday, June 21, the Philadelphia Energy Solutions (PES) 335,000 barrels per day (b/d) refinery

Category iconCommodity Research

July 2, 2019

The current economic expansion… WSJ

The Wall Street Journal’s “The Daily Shot” puts the recovery in perspective, here...

Category iconCommodity Research

July 1, 2019

OPEC to extend oil supply cut… Reuters

The article quotes Gary Ross: “Saudi Arabia is doing its best to achieve oil prices at $70 per barrel despite what Trump wants. But they haven’t

Category iconCommodity Research

June 30, 2019

Blackrock’s Andrew Ang talks to Barry Ritholz…

I thought Barry Ritholz’s interview with Andrew Ang was very good... Here is the link... ”Bloomberg Opinion columnist Barry Ritholtz interviews

Category iconCommodity Research

June 28, 2019

Corn acreage… USDA

I don’t follow the Ag markets closely, but all I’ve heard for the past couple of months is how corn plantings are lagging due to extreme weather and

Category iconCommodity Research

June 28, 2019

US refinery trends… EIA

US refinery capacity reached record highs at the start of 2019 said the EIA in their series Today in Energy, here... “As of January 1, 2019, U.S.

Category iconCommodity Research

June 27, 2019

WTI spread options update…

Some deep out of the money WTI spread options traded yesterday... A cal 2020 strip of  +$1.50 calls traded 1,000 times (12,000 total)... The trade

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