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November 15, 2020

Foreign policy, Biden, oil… WSJ

Jinjoo Lee, Wall Street Journal, suggests that oil companies might feel the new administration (not official yet?) first through foreign

Category iconCommodity Research

November 13, 2020

Oil Forecasters Gloom Eclipsed by Vaccine… WSJ

Jinjoo Lee, Wall Street Journal, has an excellent piece explaining recent developments in oil markets... ”Pessimistic forecasts and news of rising

Category iconCommodity Research

November 13, 2020

Supply/Demand balances for petroleum…

Here are two looks at supply/demand balances for petroleum.. The first is from the EIA’s Short Term Energy Outlook, here... The second is from a

Category iconCommodity Research

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November 12, 2020

Podcast: November 2020 Oil Market Analysis

Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group

Category iconCommodity Research,  Monthly Oil Market Report,  Podcast Tag iconAndy Lebow,  eia,  Jim Colburn,  monthly oil report,  oil,  oil prices,  opec,  podcast

November 11, 2020

Put/Call ratio in RBOB options… EIA

The EIA’s monthly Short Term Energy Outlook is always worth checking out for updates on supply/demand and balances in energy... This month the EIA

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November 11, 2020

Clean energy stocks… WSJ

“Gang Green” is also the nickname of the NY Jets football team which is not performing as well as clean-energy stocks...  Here is Scott Patterson,

Category iconCommodity Research

November 10, 2020

Negative yields in…. Greece… WSJ

Here is Anna Hirtenstein, Wall Street Journal: “A rally in short-dated Greek government bonds this week sent their yield below zero for the first

Category iconCommodity Research

November 10, 2020

WTI options update…

Volume was up, but not crazy... Calls trade more than puts... Open Interest net up in both outs and calls but some strikes were liquidated... Front

Category iconCommodity Research

November 9, 2020

Steven Levitt (Freakonomics) is interviewed…

And it’s very good... “Author and economist Steven Levitt is the William B. Ogden Distinguished Service Professor of Economics at the University of

Category iconCommodity Research

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