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May 27, 2020

Less Fizz for Soda…WSJ

Vipal Monga, Wall Street Journal, points out that less gasoline demand means less ethanol and less carbon dioxide... ”Carbon dioxide is a byproduct

Category iconCommodity Research

May 27, 2020

Oil, products in floating storage… WSJ

From the Wall Street Journal’s The Daily Shot:

Category iconCommodity Research

May 26, 2020

A bizarre bazaar… The Economist

Iran's stock market is going wild, from The Economist: "Yet, somehow, the Iranian stockmarket is booming. Its main index, the Tedpix, has soared

Category iconCommodity Research

May 23, 2020

Less supply, more demand… WSJ

David Hodari, Wall Street Journal, explains the oil rally, here... ““We didn’t see tank tops at Cushing. Instead we’ve seen phenomenal levels of

Category iconCommodity Research

May 20, 2020

WTI implied vol update…

For perspective, here is my long term chart of implied volatility for WTI options (based on at the money, second nearby options)…  No new normal, no

Category iconCommodity Research

May 20, 2020

Active rigs in US at lowest on record… EIA

The EIA in Today in Energy focuses on US oil and gas rig counts, here... ”Changes in the number of oil rigs have historically followed changes in

Category iconCommodity Research

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