Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Changing electricity usage… Grist
Sierra Garcia, Grist, has a nice piece on how the virus is changing electricity usage, here...
Subzero prices… WSJ
In our last podcast with Andy Furman of Risked Revenue, we talked about the possibility of oil prices at Cushing going negative... Sarah Toy, Wall
Back From the Brink… IEA
The IEA’s Monthly Oil Report is out... Do read the whole summary, here...
Spread options profit taking?
Here is Tuesday’s snapshot of active spread options... Note the sharp decline in put open interest...
Oil triage…
The OPEC+ agreement was seen as a positive from market reaction in deferred months, but too late for May... Here are yesterday’s settlement prices