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AN INDEPENDENT COMMODITY RESEARCH GROUP
by Jim Colburn Leave a Comment
I especially liked Jim Lentz’s answer to Rose’s question, “What keeps you up at night?”: the forward price of gasoline (I’m paraphrasing)… Lentz says there is about a two year lag from investment decisions on the car/truck portfolio to actual production and that sales are dependent on gasoline prices… He also mentioned that Prius sales are highly correlated to gasoline prices…
It is short and excellent:
https://charlierose.com/videos/29269
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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