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March 13, 2021

Carbon emissions from pot growers… New Scientist

Krista Charles, New Scientist, on carbon emissions from growing pot, here... ”Hailey Summers and her colleagues at Colorado State University have

Category iconCommodity Research

March 12, 2021

Bitcoin, fossil fuels… Ketan Joshi

Ketan Joshi has an interesting piece on Bitcoin miners’ use of electricity, here... ”Fiege details how Bitcoin miners fled the zero emissions

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March 11, 2021

Analyst quotes on oil, OPEC… Bloomberg

These quotes are pulled from Grant Smith’s excellent piece in Bloomberg, here... “It could also encourage a new tide of U.S. shale-oil, Citigroup

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March 10, 2021

Supply/demand balance… EIA

From yesterday’s release of the EIA’s Short Term Energy Outlook, here...

Category iconCommodity Research

March 10, 2021

Correlations… EIA

Here is a chart from the EIA showing correlations of crude oil with financial instruments... Based on this chart, the dollar/crude correlation has

Category iconCommodity Research

March 9, 2021

US Crude Oil Production… EIA

From the EIA’s Today in Energy:

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March 8, 2021

Et tu, polypropylene? WSJ

Kristin Broughton, Wall Street Journal, writes about higher commodity costs, here... ”Costs for some petrochemicals, which are used for consumer

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March 8, 2021

OPEC+ in control… Bloomberg

Anthony Di Paola, Bloomberg, has a nice piece on OPEC+, here... ”The Organization of Petroleum Exporting Countries and its allies shocked the

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March 8, 2021

Jason Bordoff interviews Dr. Arun Majumdar… Columbia Energy Exchange

Jason Bordoff interviews Dr. Arun Majumdar, here... Climate change is a top priority for the new Biden administration, starting with a slew of

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