Annie Lee and Eddie Spence write about the demand for metals in batteries, here...
Supply/Demand balance for 2021,2022… EIA
The release of the EIA's Short Term Energy Outlook on Tuesday gives us a look at their supply/demand estimates through 2022... The chart below shows
Commodity supercycle?… The Economist
The Economist debates the commodity supercycle, here... “Commodity bulls, led by Jeff Currie of Goldman Sachs, a bank, argue that longer term
The periodic table of commodity returns…
From http://www.usfunds.com/media/files/pdfs/researchreports/2020/periodic-table-commodities-2020.pdf
The LNG arb is open… WSJ
Joe Wallace, Wall Street Journal, has a nice piece on natural gas prices in Asia vs. the US, here... ”Freezing weather in Asia—temperatures plumbed
Asset Class Performance, 2020… Visual Capitalist
This chart is from the Visual Capitalist via Absolute Returns, here...
Peak Oil Delayed?… WSJ
Jinjoo Lee, Wall Street Journal, makes a case for peak oil demand delayed, here... ”Chris Midgley, head of analytics at S&P Global Platts, says
Record LNG exports in December… EIA
This is from the EIA’s Natural Gas Weekly Update: ”U.S. exports of liquefied natural gas (LNG) set a new record in December after a record-breaking
10-Year Breakeven Inflation Rate… St. Louis Fed
What even more stimulus expected with a Democratic controlled government looks like, from FRED: