Commodity Research

It’s not often we see a strike trading 10,o00 contracts in a day anymore and even yesterday one needs to round up the Dec $65 call which traded 9,724

Monthly oil reports from the IEA, OPEC and the EIA aren’t yet out for October, but Amrith Ramkumar and Sarah Toy, Wall Street Journal, have a nice

From the EIA’s This Week In Petroleum: ”In the first half of 2019, U.S. exports of crude oil increased to average 2.9 million barrels per day

Here is an “Energy Transition Fact Sheet” from Columbia’s Center on Global Energy...  Do read the whole thing... This chart shows the transition of

to the lowest levels since at least since 2011”... Here is more from the EIA’s Today in Energy: ”Unplanned oil production outages among countries

This is an excellent piece by the Wall Street Journal’s Christopher M. Matthews and Rebecca Elliott on the slowing growth of shale oil

The NY and Atlanta Feds updated their GDP Nowcasts today:      

“Despite increased second quarter 2019 returns and production for 42 publicly traded companies, U.S. oil companies' stock prices decline”.... This is

The following charts track the at the money, second nearby, WTI option through yesterday's settlement... Note that the high vol mark of the year was