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August 5, 2021

Coal is a Gold Mine… WSJ

Joe Wallace and Rhiannon Hoyle, Wall Street Journal, have an excellent piece on coal, here… ”Miners are printing money from a business many are

Category iconCommodity Research

August 4, 2021

Carbon pricing, risk… Bloomberg

Will Mathis, Bloomberg, writes about a trader’s long term experience in the EU’s emissions market, here… I especially liked the Risk Don’t (apologies

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August 3, 2021

Options update…

Oct/Nov +$3.00 calendar spread calls traded 2,000x yesterday, settling at $.02…. Oct/Nov is around $.60…

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August 2, 2021

Bonds and Inflation… The Irrelevant Investor

Michael Batnick, The Irrelevant Investor, looks at bonds and inflation in a recent post… ”In a world with so much money, buyers are as important as

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July 30, 2021

Who knows?… Slate

Jordan Ellenberg, Slate, on who to listen to, here… Now I’m old, I’m 30, and I started to realise that all those people who say they know, they

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July 29, 2021

Options update…

A rare sighting of a strike trading over 10,000x… That would be the Sep 80 call with 10,148 trading, expires on August 17th… Vol declined by a point

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July 29, 2021

Jet fuel stocks… EIA

From the EIA’s This Week in Petroleum (my bold): “Increasing U.S. air travel since the beginning of 2021 has contributed to increases in demand for

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July 28, 2021

Canada Steps Up Carbon Capture Efforts… RBN

RBN Energy discusses the carbon capture efforts in Canada’s oil sands, here…

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July 28, 2021

Renewables 2nd most electricity source in 2020… EIA

From the EIA’s Today in Energy: ”In 2020, renewable energy sources (including wind, hydroelectric, solar, biomass, and geothermal energy) generated

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