Commodity Research

Not looking good for 2Q: And the Atlanta Fed wants you to know this: “GDPNow is not an official forecast of the Atlanta Fed. Rather, it is

Amrith Ramkumar, Wall Street Journal, has a nice piece on the increase of driving in the U.S., here... ”With more states easing lockdown measures

John Kemp, Reuters, updates us on hedge fund activity in oil markets... Keep in mind that this data is from the CFTC’s release on Friday with data as

“Finding costs”, from This Week in Petroleum: “Finding costs are defined as costs incurred in E&D as well as acquiring unproved reserves per

...that have changed the investing history books forever”... From Monevator, here, with a hat tip to Abnormal Returns, here... I liked the

Many went negative (chart from the EIA, here):

From the EIA's Today in Energy, here... "In 2019, U.S. annual energy consumption from renewable sources exceeded coal consumption for the first

The Wall Street Journal’s The Daily Shot has some interesting commodity charts, here...  

Will Horner and Ryan Dezember, Wall Street Journal, discuss the fall and rise of lumber prices, here... “Lumber futures have soared since the start