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February 3, 2020

WTI price vs. implied, historical vol, diesel…

Here is a look at recent crude oil prices with implied and historical vol, from barchart.com: And, the diesel/WTI crack:

Category iconCommodity Research

February 1, 2020

Peak oil demand in the US?… Carpe Diem

Peak energy demand in the US? The chart is from Carpe Diem, here...

Category iconCommodity Research

January 28, 2020

Jason Bordoff interviews Bob Dudley, CEO BP… Columbia Energy Exchange

The link is here... And here are the Episode Notes: ”The past decade has been a turbulent one for the London-based oil and gas major BP, from the

Category iconCommodity Research

January 28, 2020

Rough start for commodities… WSJ

Here is a look at Goldman Sach’s Commodity Index (GSCI) from the Wall Street Journal’s The Daily Shot: Of course, we seem to attribute “bad” to

Category iconCommodity Research

January 27, 2020

Oil traders made billions in 2019… Bloomberg

Lots of optionality contained within real assets give the oil majors an advantage as they aggressively trade around these... Javier Blas, Bloomberg

Category iconCommodity Research

January 24, 2020

US crude oil production efficiency continues… EIA

Still increasing productivity after all these years!  Here is the EIA’s “Today in Energy”: ”The average new well in each DPR region produced more

Category iconCommodity Research

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