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July 27, 2021

6% Global Growth… IMF

The IMF forecasts +6% growth for 2020… Here is the AP: “The International Monetary Fund is sharply upgrading its economic outlook this year for the

Category iconCommodity Research

July 26, 2021

2Q GDP…

The first 2Q GDP estimate is scheduled July 29th, with consensus around +8%… Here is a look at Atlanta and NY Fed Nowcasts:

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July 24, 2021

The volatility buster… Bloomberg

The always excellent Javier Blas, Bloomberg, quotes Saudi Oil Minister Abdulaziz: In his Bloomberg TV interview, Abdulaziz had said, “If I’m going to

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July 24, 2021

Can Iran Avoid A Major National Uprising? OilPrice.com

Cyril Widdershoven, OilPrice.com, has a good piece on some civil unrest in Iran, here… ”While the protests are linked to water shortages, they are

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July 24, 2021

US LNG exports… EIA

Here is a look at LNG exports from the EIA’s Natural Gas Weekly Update, here… “U.S. LNG exports increased in the first half of this year because of

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July 23, 2021

Tin’s turn to rally… WSJ

Hardika Singh, Wall Street Journal, quotes our own Ed Meir, in an article highlighting the rally in tin prices, here… “The rally highlights

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July 23, 2021

Saudi oil minister speaks… Bloomberg

Javier Blas, Bloomberg, has an excellent piece on Saudi Oil Minister Abdulaziz and Saudi policy, here… “A few years ago, the International Energy

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July 23, 2021

Reducing vaccine hesitancy… The Economist

The Economist on vaccine hesitancy…

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July 23, 2021

Stocks, days supply for US oil, products…

From This Week in Petroleum, here is a look at stock levels and days supply (stocks/daily use) for oil, gasoline and distillates:

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