From the Atlanta Fed:
Podcast: August 2019 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Hope for a battered LNG market… FT
From Dave Sheppard, Financial Times, here... “The LNG market is a long-term game and, while it is suffering from oversupply, that is unlikely to
Hedge funds polarized on oil… Kemp
Here is John Kemp, Reuters, on hedge fund positions in oil: ”Hedge funds and other money managers sold futures and options equivalent to 25 million
Copper/gold ratio vs. oil price… EIA
I wouldn’t expect to see a copper/gold ratio chart in the EIA’s monthly Short Term Energy Outlook, but here it is: ”Brent and copper-to-gold
China, Iranian oil imports… Reuters
Here is Reuters: ”According to the firms, which track tanker movements, between 4.4 million and 11 million barrels of Iranian crude were discharged