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August 20, 2019

Record deliveries to LNG export facilities… EIA

Here is the EIA’s excellent Today in Energy series: ”Natural gas deliveries to U.S. facilities producing liquefied natural gas (LNG) for export set

Category iconCommodity Research

August 20, 2019

Long term bonds… A Wealth of Common Sense

Here is Ben Carlson, A Wealth of Common Sense, on 30 year treasuries: “Here are the returns from 1926-1980 and 1981 through the end of July

Category iconCommodity Research

August 20, 2019

Some commodity charts… The Daily Shot

Here are some interesting commodity charts from the Wall Street Journal’s The Daily Shot:

Category iconCommodity Research

August 18, 2019

What’s going on?… Retirement Field Guide

This is a good piece from Ashby Daniels, Retirement Field Guide, here (do read the whole thing)... Abnormal Returns highlighted it here... Ashby gives

Category iconCommodity Research

August 17, 2019

Six charts… The Economist

From The Economist, here...

Category iconCommodity Research

August 16, 2019

Singapore gasoline cracks weaken… EIA

Here is the EIA explaining why gas cracks in Singapore have weakened: “Several factors are contributing to lower Singapore gasoline crack spreads.

Category iconCommodity Research

August 16, 2019

Atlanta GDP Nowcast at +2.2…

From the Atlanta Fed:

Category iconCommodity Research

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August 13, 2019

Podcast: August 2019 Oil Market Analysis

Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group

Category iconCommodity Research,  Monthly Oil Market Report,  Podcast Tag iconAndy Lebow,  eia,  Jim Colburn,  monthly oil report,  oil,  oil prices,  opec,  podcast

August 12, 2019

Hope for a battered LNG market… FT

From Dave Sheppard, Financial Times, here... “The LNG market is a long-term game and, while it is suffering from oversupply, that is unlikely to

Category iconCommodity Research

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