Commodity Research

John Kemp, Reuters, has another excellent chart book out on commodity prices, here... Below are changes in energy prices... Note how sharply energy

Here is Ryan Dezember, Wall Street Journal, on lumber prices... “Mills shut down and choked back output at the pandemic’s onset, reasoning that

Not sure what it means, but here is the CME’s Most Active Strike tool... Note the Dec 2022 99 and 100 calls were most active...

The Economist discusses the rise in battery metal prices along side a rise in the price of oil, here... “Meanwhile a wave of green enthusiasm is

Here is a price map for Texas power prices from ERCOT, here... And this, from Bloomberg: ”A mix of freezing temperatures and precipitation

Sheila Tobin, Bloomberg, has a nice piece on storage availability, here... ”This year, about 1.9 million barrels of crude storage become available

From the EIA’s excellent Short Term Energy Outlook, released yesterday, here... “Sustained cold temperatures in Japan, China, and South Korea—the