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Jim Colburn

March 12, 2019

Gasoline cracks… EIA

More from today’s release of the EIA’s Short Term Energy Outlook, here... ”Despite the increase in the RBOB–Brent crack spread in recent weeks, it

Category iconCommodity Research

March 12, 2019

Brent vs S&P, correlation… EIA

The EIA’s Short Term Energy Outlook is out, here... The summary includes a nice correlation chart showing Brent vs. the S&P with an

Category iconCommodity Research

March 10, 2019

WTI options update…

Amazingly, a WTI oil option traded over 10,000 times... Volume has been extremely low since mid-December... Here is a snap shot from the CME's "Most

Category iconCommodity Research

March 10, 2019

BP Energy Outlook… Spencer Dale

Spencer Dale, BP’s chief economist, did a great job presenting BP’s energy outlook at an event put on by Columbia University’s SIPA Center on Global

Category iconCommodity Research

March 8, 2019

CTA funds under management… BarclayHedge

I use data from barclayhedge.com for this chart showing CTA funds under management:  

Category iconCommodity Research

March 8, 2019

Commodities still dominate… The Capital Spectator

Of course, The Capital Spectator, here, is looking at asset classes from a “battered and bruised assets” perspective (and a long only

Category iconCommodity Research

March 8, 2019

Bloomberg’s US grains index, record low…

My first official job out of college was as a grains analyst for the USDA... I don’t follow grain markets closely anymore but I was interested to see

Category iconCommodity Research

March 7, 2019

US Days Supply of Crude Oil… EIA

Days supply compares stock levels with daily demand... Here is the EIA’s chart:

Category iconCommodity Research

March 7, 2019

Record US electricity generation in 2018… EIA

Another good piece from the EIA’s Today in Energy, here: “Population-weighted cooling degree days, an indicator of warm weather and air

Category iconCommodity Research

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