As Andy discussed in the podcast, we are in the midst of a supply AND a demand shock to oil markets.... Here are some charts: The gasoline (RBOB)
Columbia Energy Exchange discusses oil markets…
“In this edition of Columbia Energy Exchange, Jason Bordoff is joined by three experts who study energy markets, geopolitics, and policy to delve into
Carbon futures update…
A couple of days ago, I posted a chart of ICE’s carbon futures contract wondering why it hadn’t reacted to the coronavirus outbreak... Here is an
Podcast: March 2020 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Historic oil… WSJ
Joe Wallace and David Hodari, WSJ, have a nice quote from Saad Rahim, here... ““This is a once-in-history demand shock being met by a
Oil Volatility Term Structure… CME
The CME’s Volatility Term Structure Tool shows us how high implied vol is on the front end and how much the futures curve is in contango: