Here is Bloomberg on Libyan oil production: ”It’s unclear how much of the 1.1 million barrels a day Libya was pumping prior to the blockade can
Platinum, Palladium… WSJ
Here is Will Horner’s piece on platinum and palladium in the Wall Street Journal: “As key ingredients in catalytic converters, both metals are at
BP says it’s over… Bloomberg
Growth in oil demand, that is... Here is the link...
Oil Market Report… IEA
Here are a couple of takeaways from the IEA’s monthly Oil Market Report released today... ”In this Report, we have reduced our estimate for global
OPEC’s Monthly Oil Report…
Released today, here is a look at OPEC’s supply/demand balance... The report was overall bearish with oil demand for 2020 and 2021 revised 400,000 b/d
OPEC+, rebalancing… EIA
From the EIA’s This Week in Petroleum, OPEC+ has been doing its part to rebalance the oil market: ”As a result of the lower demand and ample global
Podcast: September 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
A tale of two GSCI’s… EIA
From the EIA’s excellent, underrated, monthly Short Term Energy Outlook, here is a look at the Goldman Sachs Commodity Index for energy and non energy
Skew update… WSJ
Joe Wallace and Pat Minczeski, Wall Street Journal, have a nice piece on oil vol with an updated chart showing skew, here... It’s not a surprising