Peter R. Orszag, Bloomberg, writes on a couple of studies showing that financial markets are taking account of carbon risk, here... Keep in mind that
Exports more than imports in Sep… EIA
Here is the EIA: “In September 2019, the United States exported 89,000 barrels per day (b/d) more petroleum (crude oil and petroleum products) than
Yesterday’s WTI options profile…
Volume up, volatility down... Here is a snapshot from the CME’s Most Active Strike tool, here... Implied vol for Jan settled at 328, -2.8 while Feb
U.S. oil inventories rise 1.57M after drop was expected
From BNN Bloomberg: Andrew Lebow, senior partner at Commodity Research Group reacts to data showing a 1.57-million barrel rise in U.S. oil
Source of stock market returns… Ben Carlson
Ben Carlson, from A Wealth of Common Sense, has a nice piece on where stock market returns have come from by decade:
Podcast: December 2019 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Brent oil production to disappear… WSJ
Sarah MacFarlane, Wall Street Journal, discusses the decline of Brent oil production while the benchmark lives on, here... ”The world’s most famous
Commodities as investments… WSJ
Jason Zweig, Wall Street Journal, writes on commodities as an investment, here... ”...commodities are “assets that can be extracted, drilled,
Put buying, but extremely light volume in WTI options…
Yesterday’s option volume was extremely light but we did see some Jan puts trade... Here is a summary from the CME... Note the low volume, under