Commodity Research – Page 85 – Commodity Research Group

January 19, 2020

The IEA’s Fatih Birol talks with Bloomberg…

The always worth listening to Fatih Birol talks to Bloomberg, here... He sees weak demand and a well supplied market keeping prices muted...

January 17, 2020

Sam Potter and Anchalee Worrachate, Bloomberg, discuss record low volatility in currency markets, here...

January 16, 2020

From the EIA’s This Week In Petroleum, gasoline and distillate stocks have moved sharply higher in the past 2 weeks (Andy mentioned this in our

January 16, 2020

Note the expected build in 1H of 2020... Here is the link...

January 15, 2020

Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group

January 13, 2020

March/April natural gas moved into flat/negative territory... Lots of supply, warm weather will do this... Note the CME chart below showing open

January 13, 2020

Reuters reports on Occidental’s “three-way” options hedge, that is, selling calls against buying a put spread... This hedging/trading strategy goes

January 12, 2020

Carpe Diem has a nice chart comparing hedge fund returns to the S&P over time:

January 11, 2020

Gillian Tett, Financial Times, has a nice piece on the energy piece of GDP in the US, here... “There is a second, less-heralded factor at play: the