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July 28, 2020

Emissions market update… WSJ

Joe Wallace, Wall Street Journal, has a nice piece on the EU’s emissions market, here... “Prices for European Union carbon credits jumped 66% from

Category iconCommodity Research

July 28, 2020

S&P performance by day of the week… WSJ

From the Wall Street Journal’s The Daily Shot, here is a look at S&P performance: Note that the best days for new deaths by Covid tend to be

Category iconCommodity Research

July 28, 2020

Gold vs. real yields… Bloomberg

John Authers, Bloomberg, has a nice piece on gold including this chart showing the close relationship of gold and real yields:

Category iconCommodity Research

July 27, 2020

Long term inflation.. Man Group

The Man Group has a nice piece on inflation, here... And, here is a long term look at deficits...

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July 24, 2020

Natural gas producers more efficient… WSJ

And, some producers are up on the year... From Ryan Dezember, Wall Street Journal: “Appalachia’s shale-gas producers have outrun falling prices for

Category iconCommodity Research

July 23, 2020

Lebow comments on plentiful distillate stocks/firming diesel price structure…

After looking at the EIA’s weekly stats, specifically the high level of distillate stocks, and price firm spread chart in Aug/Sep diesel, I asked Andy

Category iconCommodity Research

July 23, 2020

This Week in Petroleum… EIA

The EIA puts out a summary of their weekly stats in This Week in Petroleum and often they will include some interesting charts and

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July 23, 2020

Energy charts… WSJ

Here are some interesting energy charts from the Wall Street Journal...  

Category iconCommodity Research

July 22, 2020

Working from home saves energy… WSJ, Axios, IEA

Here are some charts showing how working from home changes how and how much we consume energy... (All are derived from the IEA piece, here, hat tip to

Category iconCommodity Research

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