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Jim Colburn

November 20, 2020

Lumber prices bounce… WSJ

From Ryan Dezember, WSJ, on the recent rise in lumber prices, here: "Lumber prices are making an unusual late-season climb, thanks to

Category iconCommodity Research

November 19, 2020

US stocks, days supply for oil, gasoline, distillates… EIA

Here are some charts from the EIA’s This Week in Petroleum showing stock levels compared to 5 year averages and days supply compared to last year...

Category iconCommodity Research

November 18, 2020

Atlanta Fed GDPNOW…

Here is the Atlanta Fed’s updated GDP for Q4... +5.6%!

Category iconCommodity Research

November 17, 2020

The widowmaker, updated…

After reading the EIA's assessment of natural gas which is looking for a sharp drawdown in stock levels over the winter (should winter be a more

Category iconCommodity Research

November 16, 2020

Soybeans… WSJ

The bullish soybean chart makes sense when you consider a major exporter of soybeans is now importing... Here are Ryan Dezember and Kirk Maltais, Wall

Category iconCommodity Research

November 15, 2020

Digital commerce… WSJ

Here is a look at digital commerce as a per cent of retail sales from the Wall Street Journal...

Category iconCommodity Research

November 15, 2020

Foreign policy, Biden, oil… WSJ

Jinjoo Lee, Wall Street Journal, suggests that oil companies might feel the new administration (not official yet?) first through foreign

Category iconCommodity Research

November 13, 2020

Oil Forecasters Gloom Eclipsed by Vaccine… WSJ

Jinjoo Lee, Wall Street Journal, has an excellent piece explaining recent developments in oil markets... ”Pessimistic forecasts and news of rising

Category iconCommodity Research

November 13, 2020

Supply/Demand balances for petroleum…

Here are two looks at supply/demand balances for petroleum.. The first is from the EIA’s Short Term Energy Outlook, here... The second is from a

Category iconCommodity Research

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alebow@commodityresearchgroup.com

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