Commodity Research

Here is John Kemp, Reuters, on hedge fund positions in oil: ”Hedge funds and other money managers sold futures and options equivalent to 25 million

I wouldn’t expect to see a copper/gold ratio chart in the EIA’s monthly Short Term Energy Outlook, but here it is: ”Brent and copper-to-gold

Here is Reuters: ”According to the firms, which track tanker movements, between 4.4 million and 11 million barrels of Iranian crude were discharged

Stephanie Kelly, Reuters, includes a nice chart in her excellent piece explaining Friday’s oil price move, here... “Oil prices rose more than $1 a

The high of the year is still January 2nd, settling at 53%, the low, on April 18th, 22.1... Friday settled at 32.2...

The US shares the honor of “gross debt over 100% of GDP” with an interesting group of countries.... Here is the heat map from the IMF:  

Someone (s) bought/sold about 2,000 Dec $20 puts (2020)...  Maybe a market maker protecting a short put positions at higher strikes?  Here is the