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News

September 8, 2019

Julian Lee on Saudi oil minister removal… Bloomberg

Julian Lee discusses the removal of Saudi oil minister, al-Falih, here... And, he includes a nice chart showing declining oil demand growth estimates

Category iconCommodity Research

September 4, 2019

Ethanol industry reels… WSJ

Jacob Bunge and Kirk Maltais, WSJ, discuss the ethanol industry here... “Demand this year has been hurt in part by regulatory exemptions for U.S.

Category iconCommodity Research

September 3, 2019

Oil veteran Gary Ross… FT

Davis Sheppard, Financial Times, has a nice piece of legendary oil veteran consultant, Gary Ross, here...

Category iconCommodity Research

August 28, 2019

EIA updates its US energy consumption by source… EIA

The EIA’s features US energy consumption by source and sector, here...

Category iconCommodity Research

August 27, 2019

Correlations.. CME

Using the CME's excellent cross-asset correlation tool, here, I looked at what is moving with what...  Over the past month crude oil   correlated

Category iconCommodity Research

August 27, 2019

US glut in natural gas goes global… WSJ

Ryan Dezember, Wall Street Journal, has an excellent piece on US gas and international markets, here... ”More shale gas than ever is leaving U.S.

Category iconCommodity Research

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