Commodity Research

Here are a couple of charts showing oil prices and implied volatility for WTI, from the Wall Street Journal’s “The Daily Shot”... Oil

They’re all here.. And, this one is worth repeating (note the long only commodity strategy!):

From The Daily Shot, here..

The Energy Information Administration’s “This Week In Petroleum” focuses on movement of hydrocarbon gas liquids through the Panama Canal,

David R. Baker, makes the case for lithium-ion batteries, here... ”The batteries pouring from new factories in China, the U.S., Thailand and

Emiko Terazone, Financial Times, updates us on the growing volumes of global LNG trading, here...

From The Wall Street Journal, here...

Mohammed Sergei, Bloomberg, tells us 7 things about Aramco, here... ”Jealously guarded financial data about the kingdom’s prized asset were

Options update... WTI crude oil options traded a measly 97,597 contracts per day in March, which, year to date, is down 41.1%... Lots of talk going on