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March 11, 2020

Carbon futures update…

Still no collapse... What am I missing:

Category iconCommodity Research

March 11, 2020

Tyler Cowen has some thoughts on the virus… Marginal Revolution

Here is Tyler Cowen, Marginal Revolution, with some thoughts on the virus:

Category iconCommodity Research

March 10, 2020

Vol update…

WTI options volume was very heavy yesterday, with over 500,00 trading... The unofficial record is close to 700,000 on November 13th, 2018... Implied

Category iconCommodity Research

March 9, 2020

Yeah, it’s historic…

Here are Dan Murtaugh and Alex Longley, Bloomberg, quoting Fatih: ”The situation we are witnessing today seems to have no equal in oil market

Category iconCommodity Research

March 7, 2020

Saudis Plan Big Oil Hike… Bloomberg

Javier Blas and Anthony Dipaola paint a very bearish picture, here... “Saudi Arabia plans to increase oil output next month, going well above 10

Category iconCommodity Research

March 7, 2020

Options update…

As one would expect, options volume was heavy yesterday with over 450,000 trading, and about 100,000 more puts than calls... Implied vol exploded

Category iconCommodity Research

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