Commodity Research

Alex Longley, Bloomberg, writes about deep out of the money options trading in Brent oil, here… And, yes, the calls were not just bought, they were

WTI options were active yesterday with almost 130,000 calls trading… Be careful interpreting this as bullish sentiment… Note that net open interest in

Saket Sundria and Alex Longley, Bloomberg, discuss oil prices, here… ”Crude is rallying on signs that inventories globally are falling sharply,

Elizabeth Behrmann, Bloomberg, has a nice piece on rare earth metals used in electric vehicles, here… ”Rare earths are emerging as another source

From the EIA’s Today in Energy: ”In 2020, the U.S. net merchandise trade value of energy products—the value of petroleum, natural gas, coal, and

From Ryan Dezember, Wall Street Journal: ”It is supposed to be offseason for demand, and prices haven’t climbed so high since blizzards froze the

The U.S. Energy Information Energy included the effects of Hurricane Ida on oil production in their Short Term Energy Outlook for September… Here is