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Jim Colburn

February 27, 2019

Oil Has Best Start… WSJ

Amrith Ramkumar, Wall Street Journal” says this: ”Oil prices are off to their best-ever start to a year as fears of a supply glut cool, part of a

Category iconCommodity Research

February 25, 2019

Hedge fund update… John Kemp

John Kemp, Reuters, keeps us up to date on hedge fund activity in Brent oil markets, here... Note that the CFTC Committment of Traders Report is still

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February 25, 2019

Patience… Lauren Foster interviews Howard Marks

Lauren Foster, CFA Institute, interviews Howard Marks, here... “Marks is co-chair and co-founder of Oaktree Capital Management, an investment firm

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February 22, 2019

Forecasting US Oil Production… EIA

The EIA’s “This Week In Petroleum” discusses forecasting US oil production, here... “EIA’s STEO forecast for the Permian region experienced many

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February 22, 2019

Selected energy charts… WSJ

The Wall Street Journal’s The Daily Shot has some nice charts on US oil production and exports, here...

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February 22, 2019

Ethiopia’s Abiy Ahmed… FT

David Pilling and Lionel Barber, Financial Times, interview Abiy Ahmed, Prime Minister of Ethiopia, one of the fastest growing economies in the world,

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February 21, 2019

March/April19 natural gas…

From barchart.com, the 2019 March/April natural gas spread (also known as “the widowmaker”) didn’t disappoint:

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February 20, 2019

Next OPEC Headache is Brazil… Bloomberg

Here are Sabrina Valle and Javier Blas, Bloomberg: “Brazil has disappointed in the past, with output growth coming far below expectations because

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February 20, 2019

Palladium Smashes $1,500… Bloomberg

Ranjeetha Pakiam, Bloomberg, looks at the bull market in palladium, here: ”Palladium surged above $1,500 an ounce to a record, extending a powerful

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