Commodity Research

Here are some highlights from the IEA’s Monthly Oil Report for May, released this morning (my bold): Better than expected mobility in OECD

This month’s  Short Term Energy Outlook includes a chart showing the skew in WTI options... using a Black-Scholes model!  Once prices traded negative,

John Kemp, Reuters, does an excellent job summarizing the CFTC’s weekly Commitment of Traders report, here... One weakness in the CFTC’s report is

From Bloomberg: “Gasoline’s recovery may extend into summer amid changes in the way people vacation. In the U.S., demand for long-haul recreational

From Bloomberg (IEA data) here is a look at what CO2 emissions look like over time... And, below is a chart of carbon credit futures traded on ICE

Here are two snapshots from the CME’s Most Active Strike tool... The first shows the WA calendar spread option contract which are exercised into

From the EIA’s ‘This Week in Petroleum”,below are some charts of petroleum, gasoline and diesel stocks and days supply of each... Note gasoline’s