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Jim Colburn

April 28, 2021

Diesel demand is strong… Bloomberg

Jeffrey Bair, Bloomberg, writes about diesel demand, here.. “Whether it’s champagne, Harley-Davidson motorcycles or new TVs, Americans keep buying

Category iconCommodity Research

April 26, 2021

Options update…

Rarely do we see a strike trade over 10,000 times anymore, but on Friday, 11,030 July $80 calls traded... These expire on May 17th in a market that

Category iconCommodity Research

April 26, 2021

Lumber, Bitcoin… WSJ

Akane Otani and Michael Wursthorn, Wall Street Journal, write about bull markets everywhere, here... ”Rarely have so many assets been up this much

Category iconCommodity Research

April 26, 2021

Big Oil, cash flow…. Bloomberg

Laura Hurst and Kevin Crowley, Bloomberg, write about big oil’s improving cash flow, here... “After one of the most difficult years in the oil

Category iconCommodity Research

April 22, 2021

Air travel increasing… EIA

From the EIA’s This Week in Petroleum: ”The number of U.S. air travel passengers has increased in recent weeks, which may be the result of normal

Category iconCommodity Research

April 22, 2021

Cryptocurrencies… The Big Picture

From Irrelevant Investor via The Big Picture, here...

Category iconCommodity Research

April 22, 2021

Asian demand down, Iranian supply up…

Joe Wallace, Wall Street Journal, discusses oil supply/demand focusing on declining demand in India and increasing supply from Iran, here... “Iran

Category iconCommodity Research

April 20, 2021

One year ago… Bloomberg

Sharon Cho and Alex Longley, Bloomberg, note the one year anniversary of negative WTI oil prices, here... “A year ago today, the global oil market

Category iconCommodity Research

April 19, 2021

Disciplined spending by E&P’s… RBN Energy

The always excellent RBN Energy blog has a piece on past and future capital spending by E&P’s, here... ”Remarkably, that trend of capital

Category iconCommodity Research

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