Srinivasan Sivabalan, Bloomberg, references a nice chart by Goldman comparing past oil disruptions with an estimate of the current situation:
Russian oil exports are plunging… OilPrice.com
Alex Kimani, Oilprice.com, has an excellent piece summarizing what is going on with Russian oil exports… ”The situation is getting desperate for
Options update…
The options market is acting quite logically as an already tight market is hit with escalated isolation of a major oil exporter: Despite higher
Podcast: February 2022 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Follow the Bitcoin miners…
Crypto miners seem to be the quickest to find cheap sources of energy… Here is Felicity Bradstock, OilPrice.com: ”Over the past couple of years,
WTI options update…
Buy option strategies…. The current oil market is a perfect example of why options markets are useful in translating traders fears and aspirations
Oil-fired generators, electricity demand, New England… EIA
From the EIA’s Today in Energy: ”As strong winter storms and cold temperatures blanketed the northeastern United States this January and increased
“We’re out of everything…”… Bloomberg
Mark Burton and Alex Longley, Bloomberg, quote a commodity analyst on shortages across the board, here.. ”Commodities trade in backwardation, where
Diesel vs. Gasoline
From the EIA’s This Week in Petroleum we can see the divergence in distillate and gasoline stocks… Some is seasonal, but distillate stocks do look