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Jim Colburn

May 2, 2019

US worker productivity… WSJ

Is this sustainable?  From the Wall Street Journal, here... "The productivity of nonfarm workers, measured as the output of goods and services for

Category iconCommodity Research

May 2, 2019

US oil production… Reuters

From John Kemp, Retuers, here...

Category iconCommodity Research

May 1, 2019

Large trade in WTI spread options…

10,000 +$.50 Sep/Oct calls traded yesterday... Here is the CME’s Most Active Strike tool: And, here is barchart.com with a look at the Sep/Oct

Category iconCommodity Research

May 1, 2019

Gasoil curve, IMO rules… John Kemp, Reuters

Here is John Kemp, Reuters, explaining the gasoil curve: “The current structure suggests the market will be plentifully supplied through the

Category iconCommodity Research

April 30, 2019

Phillips 66 profits… Houston Chronicle

From the Houston Chronicle, here, this is what made money for Phillips 66 during the last quarter: ”Its chemical subsidiary Chevron Phillips

Category iconCommodity Research

April 30, 2019

US should not have to import natural gas… Kevin Williamson

Kevin Williamson makes the case for waiving the Jones Act, here... ”So why are people in New England importing natural gas from Russia? Welcome

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April 29, 2019

Factors influencing LPG exports… RBN Energy

From the always excellent RBN Energy, here... ”The biggest driver of generally rising LPG exports is the widening gap between how much LPG the U.S.

Category iconCommodity Research

April 29, 2019

Selling the VIX… The Daily Shot

From the Wall Street Journal’s Daily Shot, here...

Category iconCommodity Research

April 29, 2019

John Kemp, Reuters, on hedging activity in energy markets…

John Kemp updates us on hedge fund activity in energy markets, here... Keep in mind these numbers are as of Tuesday, April 23rd, not including

Category iconCommodity Research

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