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Jim Colburn

August 18, 2020

Funds flow into commodities… WSJ

Joe Wallace, WSJ, cites a Citigroup analysis, here... ”Globally, assets under management in commodity funds jumped by the end of July to $570

Category iconCommodity Research

August 17, 2020

Super Hybrid: Shell Wind Farm… gtm

John Parnell, gtm, has a nice piece on Shell’s offshore wind farm project, here... ”The wind farm will be paired with a floating solar facility and

Category iconCommodity Research

August 17, 2020

Europe’s Big Oil Companies Are Turning Electric… NY Times

Stanley Reed, NY Times, discusses Big Oil’s transformation here... “Late last month, Royal Dutch Shell won a deal to build a vast wind farm off the

Category iconCommodity Research

August 15, 2020

Leading indicators… Marker

Jennifer Alsever writes about some quirky potentially new leading indicators, here... “And almost no one is buying men’s suits. Sales fell 74% year

Category iconCommodity Research

August 14, 2020

A note on GDP… Calculated Risk

Just a reminder from Calculated Risk on GDP: ”We are seeing forecasts of a 15% to 25%increase in annualized real GDP in Q3 2020. It is important

Category iconCommodity Research

August 13, 2020

Heating, cooling degree days, natural gas prices…

Here is a nice chart from the EIA showing the relationship of heating and cooling degree days vs normal and natural gas prices:

Category iconCommodity Research

August 13, 2020

EIA’s STEO Highlights…

The EIA released its Short Term Energy Outlook on Tuesday... Here are some highlights: EIA estimates that demand for global petroleum and liquid

Category iconCommodity Research

August 13, 2020

The IEA’s Oil Market Report is out… IEA

Here are the highlights:

Category iconCommodity Research

August 12, 2020

Delta Airlines, Monroe refinery… NYTimes

It seemed like a good idea at the time... Here is Clifford Krauss and Niraj Chokshi, NY Times: “Monroe, in Trainer, Pa., lost $114 million in the

Category iconCommodity Research

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