Hedge fund activity… John Kemp – Commodity Research Group

April 8, 2019 by Jim Colburn Leave a Comment

You can find John Kemp’s excellent update on fund activity in oil markets here…

“Hedge fund managers are becoming progressively more bullish on the outlook for crude and gasoline prices, but they are turning increasingly against diesel, notwithstanding the IMO marine fuel deadline at the end of the year.

Hedge funds and other money managers were net buyers of 23 million barrels of futures and options linked to crude and refined products in the week to April (2nd), according to exchange and regulatory position records.”

Note that we still haven’t reached levels of bullishness seen last year:

Commodity Research Group (CRG), founded by veteran analyst Edward Meir, is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct commodity hedging strategies.

Our associates bring decades of experience to the table, as they seek to help our clients understand the markets. CRG will distill the myriad of pricing variables mentioned above into coherent research that is to-the-point and tailored to a clients hedging or pricing needs. In addition, CRG is available for consulting assignments and speaking engagements. CRG does not manage money or trade for itself.

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