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August 24, 2020

Government debt to WWII levels… WSJ

Josh Zumbrun, Wall Street Journal, discusses current government debt, here...  

Category iconCommodity Research

August 24, 2020

Preserving trees earns carbon credits… WSJ

BP is doing this... From Ryan Dezember, WSJ, here... “The good news for trees is that the going rate for intact forests has become competitive with

Category iconCommodity Research

August 19, 2020

Oil stocks… EIA

Crude and gasoline stocks are on the decline, not so much for distillates... From the EIA’s This Week in Petroleum:

Category iconCommodity Research

August 19, 2020

When “laggards” become “cheats…

Here is a headline from today’s Bloomberg: ”Saudis Keep Pressure on OPEC Cheats Before Ministerial Talks”.... I’m not sure what the time frame is

Category iconCommodity Research

August 19, 2020

Option volume is dismal…

From Monday’s action:

Category iconCommodity Research

August 19, 2020

Treasuries show higher, but not high, inflation expectations… Bloomberg

Liz McCormick and Craig Torres, Bloomberg, show inflation expectations moving higher, here...

Category iconCommodity Research

August 18, 2020

Funds flow into commodities… WSJ

Joe Wallace, WSJ, cites a Citigroup analysis, here... ”Globally, assets under management in commodity funds jumped by the end of July to $570

Category iconCommodity Research

August 17, 2020

Super Hybrid: Shell Wind Farm… gtm

John Parnell, gtm, has a nice piece on Shell’s offshore wind farm project, here... ”The wind farm will be paired with a floating solar facility and

Category iconCommodity Research

August 17, 2020

Europe’s Big Oil Companies Are Turning Electric… NY Times

Stanley Reed, NY Times, discusses Big Oil’s transformation here... “Late last month, Royal Dutch Shell won a deal to build a vast wind farm off the

Category iconCommodity Research

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