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Jim Colburn

February 18, 2019

Electric-Car Metals… WSJ

Amrith Ramkumar, Wall Street Journal, writes about the decline in lithium and cobalt prices, here.. ”The descent in both markets is a reversal from

Category iconCommodity Research

February 18, 2019

Negative Yields Mount in Europe… WSJ

Here is Daniel Kruger, Wall Street Journal: ”Negative-yielding government bonds outstanding through mid-January have risen 21% since October,

Category iconCommodity Research

February 15, 2019

The EIA adds new play production data…

Trying to hit a constantly moving target, this is from the EIA’s Today in Energy, here: ”The most productive of the newly added plays is the

Category iconCommodity Research

February 15, 2019

Some good news… Carpe Diem

From the Carpe Diem blog, here...    

Category iconCommodity Research

February 14, 2019

A long term look at inflation… Advisor Perspectives

Jill Mislinski, Advisor Perspectives, produces some nice charts on long term inflation, here... I don’t think the purchasing power of the

Category iconCommodity Research

February 14, 2019

OPEC Supply Management Policy… Bloomberg

Here is an excellent piece by Julian Lee, Bloomberg, discussing the difficulty for OPEC to balance oil supply... ”The problem for the producers,

Category iconCommodity Research

February 14, 2019

Quality matters… IEA

This from the IEA’s Oil Market Report, here... “Long before the US shale revolution took off, Gulf Coast refiners had invested in equipment to

Category iconCommodity Research

February 13, 2019

Low gasoline cracks… EIA

The EIA’s excellent This Week In Petroleum, here: “The U.S. Energy Information Administration (EIA) estimates that margins for U.S. Gulf Coast

Category iconCommodity Research

February 13, 2019

Commodity returns…

  From Jeff Desjardins, Visual Capitalist, here...

Category iconCommodity Research

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