Commodity Research

Here is a look at Goldman Sach’s Commodity Index (GSCI) from the Wall Street Journal’s The Daily Shot: Of course, we seem to attribute “bad” to

Lots of optionality contained within real assets give the oil majors an advantage as they aggressively trade around these... Javier Blas, Bloomberg

Still increasing productivity after all these years!  Here is the EIA’s “Today in Energy”: ”The average new well in each DPR region produced more

From the EIA’s Today in Energy, here: ”...the U.S. Energy Information Administration (EIA) forecasts that U.S. natural gas exports will exceed

Joe Wallace, Wall Street Journal, has a nice piece on rhodium, here... “The price of rhodium, a precious metal that strips pollutants out of

Money moved out of hedge funds in 2019... Here are some graphics from BarclayHedge via The Wall Street Journal:  

And I think my chart of implied vol for oil going back to 1986 is long term... Here is a chart from Quartz:

Julian Lee looks at the big three (OPEC, IEA, EIA) monthly oil reports, here... “OPEC’s latest forecast shows global oil inventories falling at an

I look forward to this chart every year, from The Visual Capitalist, here..