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Jim Colburn

October 19, 2020

Long term vol chart…

Long term chart, implied vol, WTI, updated through Friday... First day of trading, November 14th, 1986... An alternative chart title could be "Much

Category iconCommodity Research

October 17, 2020

Armenia-Azerbaijan primer… WSJ

Here is the energy part from the Wall Street Journal:

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October 15, 2020

OPEC’s Deteriorating View… Bloomberg

Julian Lee, Bloomberg, has an excellent piece on OPEC’s (and the EIA and IEA) deteriorating view of the oil market here... Note that CRG’s own Andy

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October 15, 2020

A Moving Target… IEA

Here are some highlights from the IEA’s October Oil Market Report: “The trajectory for Covid-19 infections is strongly upwards in many countries

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October 14, 2020

Supply/Demand outlook… IEA, EIA

Here are two charts showing supply/demand balances from the IEA (released today) and the EIA (released last week: First is the IEA... Note the

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October 13, 2020

Supply/Demand balances… OPEC

From OPEC’s Monthly Oil Report, released earlier today, here are supply/demand balances for 2020 and 2021...

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October 10, 2020

EIA’s Supply/Demand Balance… EIA

From This Week In Petroleum, the EIA highlights demand revisions from its Short Term Energy Outlook: ”EIA revised down global GDP in the October

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October 10, 2020

Oil Market’s Aviation Problem… WSJ

Joe Wallace, Wall Street Journal, discusses aviation demand or lack of it here... “Cars and trucks quickly returned to the road when officials lifted

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October 7, 2020

Option update…

From the CME’s excellent Most Active Strike tool, options trading was characterized by high volume and put and call liquidation...

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