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March 4, 2019

Hedge funds net buyers… Kemp

Here is the John Kemp, Reuters, update on hedge fund activity in Brent (CFTC is still catching up with WTI numbers):

Category iconCommodity Research

March 4, 2019

Future of sale boom threatened? WSJ

Christopher M. Matthews, Rebecca Elliott and Bradley Olson, Wall Street Journal, suggest that by drilling wells too close together, oil producers are

Category iconCommodity Research

February 28, 2019

Global liquid fuels production to outpace demand… EIA

In the EIA’s Today in Energy, here, a reminder from the Feb Short Term Energy Outlook that global stocks are still expected to rise:

Category iconCommodity Research

February 27, 2019

Oil Has Best Start… WSJ

Amrith Ramkumar, Wall Street Journal” says this: ”Oil prices are off to their best-ever start to a year as fears of a supply glut cool, part of a

Category iconCommodity Research

February 25, 2019

Hedge fund update… John Kemp

John Kemp, Reuters, keeps us up to date on hedge fund activity in Brent oil markets, here... Note that the CFTC Committment of Traders Report is still

Category iconCommodity Research

February 25, 2019

Patience… Lauren Foster interviews Howard Marks

Lauren Foster, CFA Institute, interviews Howard Marks, here... “Marks is co-chair and co-founder of Oaktree Capital Management, an investment firm

Category iconCommodity Research

February 22, 2019

Podcast: Talkin’ Oil Markets, Brexit & Metals

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

Category iconCommodity Research,  Podcast,  Talkin' EIAs Tag iconcommodity research,  oil prices,  oil trading,  podcast

February 22, 2019

Forecasting US Oil Production… EIA

The EIA’s “This Week In Petroleum” discusses forecasting US oil production, here... “EIA’s STEO forecast for the Permian region experienced many

Category iconCommodity Research

February 22, 2019

Selected energy charts… WSJ

The Wall Street Journal’s The Daily Shot has some nice charts on US oil production and exports, here...

Category iconCommodity Research

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