Sheela Tobbin and Lucia Kassai, Bloomberg, have a nice piece on declining oil stocks at Cushing, here… ”Stockpiles in Cushing, Oklahoma, the
OPEC+ considers adding oil… WSJ
Benoit Faucon and Summer Said, Wall Street Journal, summarize OPEC+ policy, here… “OPEC and its allies are considering boosting the group’s
Change in Selected Commodities… The Big Picture
From Barry Ritholtz’s excellent The Big Picture, here is a look at changes in selected commodities:
Peak demand vs. peak investment… Oilprice.com
Irina Slav, Oilprice.com, quotes Castleton Commodities CEO, here… ”From $35 per barrel to $130 per barrel—this is the range for oil prices in the
Natural gas glut is gone… WSJ
Ryan Dezember, Wall Street Journal, has a nice piece on natural gas fundamentals, here… ”Demand for the fuel is picking up as the world’s economies
Oil storage… Bloomberg
Sheila Tobbin, Bloomberg, has an interesting article on oil storage, here… “For the first time since before the pandemic, empty tanks are being
OPEC told to expect limited US oil output growth… Reuters
From Reuters, here… OPEC officials heard from industry experts that U.S. oil output growth will likely remain limited in 2021 despite rising prices,
Podcast: June 2021 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Risk taking during the pandemic… Bloomberg
“Nearly a year later it's still common to see helmetless-but-masked bikers in New York City. And it's showing up in the data too. After years of