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Jim Colburn

September 21, 2020

Options update… CME

I haven’t seen a strike with over 10,000 trading for a while (I may have missed some), but on Friday the Nov $36 put was active with 10,618 trading...

Category iconCommodity Research

September 21, 2020

Materials, a hot sector… WSJ

Here is a look at selected commodity prices from the Wall Street Journal:

Category iconCommodity Research

September 19, 2020

The Forecasting Fallacy… Alex Murrell

Alex Murrell makes the case that we can’t seem to forecast anything, here... “Viewed through the lens of Tetlock, it becomes clear that the 15,000

Category iconCommodity Research

September 18, 2020

Bill Gates interview… Bloomberg

And it’s excellent.. ”Storage would clearly be a game-changer as far as the shift to renewable energies such as wind and solar are concerned. Are

Category iconCommodity Research

September 18, 2020

More uncertainty, Libra, oil… Bloomberg

Here is Bloomberg on Libyan oil production: ”It’s unclear how much of the 1.1 million barrels a day Libya was pumping prior to the blockade can

Category iconCommodity Research

September 18, 2020

Platinum, Palladium… WSJ

Here is Will Horner’s piece on platinum and palladium in the Wall Street Journal: “As key ingredients in catalytic converters, both metals are at

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September 15, 2020

BP says it’s over… Bloomberg

Growth in oil demand, that is... Here is the link...

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September 15, 2020

Oil Market Report… IEA

Here are a couple of takeaways from the IEA’s monthly Oil Market Report released today... ”In this Report, we have reduced our estimate for global

Category iconCommodity Research

September 14, 2020

OPEC’s Monthly Oil Report…

Released today, here is a look at OPEC’s supply/demand balance... The report was overall bearish with oil demand for 2020 and 2021 revised 400,000 b/d

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