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July 16, 2020

Ed Meir quote in the WSJ on copper…

CRG’s Ed Meir is quoted in the WSJ, here... ”It’s (the rally in copper) taken us by surprise,” said Edward Meir, a consultant focused on metals at

Category iconCommodity Research

July 16, 2020

The Fog of Numbers… SF Fed

The Federal Reserve Bank of San Francisco writes how revisions in GDP data can be substantial, here... ”But by the fourth quarter of 2008, the

Category iconCommodity Research

July 14, 2020

Oil supply/demand balance… OPEC

From today’s release of OPEC’s Monthly Oil Market Report, here...

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July 14, 2020

Some good news?

From Bloomberg:

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July 13, 2020

Natural gas prices… EIA

The EIA looks at record low natural gas prices in Today in Energy, here... ”Prices started the year low because of mild winter weather, which

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July 10, 2020

Podcast: July 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

Category iconCommodity Research,  Monthly Oil Market Report,  Podcast Tag iconAndy Lebow,  eia,  Jim Colburn,  monthly oil report,  oil,  oil prices,  opec,  podcast

July 10, 2020

Supply/Demand balances… IEA, EIA

The IEA and the EIA released their monthly oil reports this week... In pictures, here is how they see supply/demand unfolding through 2021.. First is

Category iconCommodity Research

July 9, 2020

America is on a lumber binge… WSJ

Here is Ryan Dezember, Wall Street Journal, on lumber prices: ”Prices for forest products like lumber and plywood have soared because of booming

Category iconCommodity Research

July 9, 2020

Good interview with head of derivatives, Motiva…

Rebecca Ponton, Oilman Magazine, interviews Keo Lukefahr, head derivatives trader at Motiva, here... ”People often think of energy trading markets

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