John Kemp, Reuters, writes that refiners are changing the mix of output to help balance out gasoline and diesel stocks... And as always, Kemp includes
Wall Street Commodity Traders…. Bloomberg
Jack Farchy, Bloomberg, writes about how well bank commodity traders are doing, here... “Big banks are on track for their highest commodity-trading
Cloudy demand outlook for oil…. WSJ
Joe Wallace, Wall Street Journal, does an excellent job explaining the challenge in forecasting oil demand, here... ”Energy analysts are mapping
Blending cheap jet fuel… Bloomberg
Here are Elizabeth Low and Ann Koh, Bloomberg: ”Straight-run kerosene, usually processed into jet fuel, is now being used to make very low-sulfur
Oil prices…
From Reuters: ”Oil prices fell on Monday, weakened by the possible return of Libyan production and as rising coronavirus cases stoked worries about
Options update… CME
I haven’t seen a strike with over 10,000 trading for a while (I may have missed some), but on Friday the Nov $36 put was active with 10,618 trading...
Materials, a hot sector… WSJ
Here is a look at selected commodity prices from the Wall Street Journal:
The Forecasting Fallacy… Alex Murrell
Alex Murrell makes the case that we can’t seem to forecast anything, here... “Viewed through the lens of Tetlock, it becomes clear that the 15,000
Bill Gates interview… Bloomberg
And it’s excellent.. ”Storage would clearly be a game-changer as far as the shift to renewable energies such as wind and solar are concerned. Are