Jeffrey Bair, Bloomberg, comments on a still battered jet fuel market, here... ”Traffic is “still about 63% less than last year,” Bloomberg
3 reasons why oil could rally… Oil Price
Alex Kimani, Oilprice.com, lays out a bullish case for oil, here... “#1. Covid-19 Vaccines A big reason why the energy sector ranks has emerged as
Larry Summers on the stimulus bill… Bloomberg
Larry Summers has an excellent piece on the stimulus bill, here... “The data are striking. Total employee compensation is now running only about $30
Agriculture Industry, carbon… WSJ
Jacob Bunge, Wall Street Journal, has a nice piece of farmers using their lands as a carbon sink in order to earn cash, here... “U.S. farmers make
Major asset returns… Charlie Bilello
Here is Charlie Bilello’s “quilt” of major asset returns... As a commodities guy, I guess I should feel depressed... These are long only strategies:
Forecasting the stock market… NYTimes
Jeff Sommer pans the Wall Street experts who forecast the stock market, here... “It would be unfair to highlight the forecasts for this bizarre year
WTI skew…
Our colleague Billy Perlman put together these charts showing the skew of WTI options year-to-date... Using the eyeball test, the skew looks highly
US LNG exports set record in November… EIA
From the EIA’s excellent Today in Energy: ”During the summer of 2020, monthly exports of liquefied natural gas (LNG) from the United States were
Vaccine impact on oil demand… Reuters
Noah Browning, Reuters, summarizes the IEA’s Monthly Oil Report, here... ”“The understandable euphoria around the start of vaccination programmes