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July 1, 2019

OPEC to extend oil supply cut… Reuters

The article quotes Gary Ross: “Saudi Arabia is doing its best to achieve oil prices at $70 per barrel despite what Trump wants. But they haven’t

Category iconCommodity Research

June 30, 2019

Blackrock’s Andrew Ang talks to Barry Ritholz…

I thought Barry Ritholz’s interview with Andrew Ang was very good... Here is the link... ”Bloomberg Opinion columnist Barry Ritholtz interviews

Category iconCommodity Research

June 28, 2019

Corn acreage… USDA

I don’t follow the Ag markets closely, but all I’ve heard for the past couple of months is how corn plantings are lagging due to extreme weather and

Category iconCommodity Research

June 28, 2019

US refinery trends… EIA

US refinery capacity reached record highs at the start of 2019 said the EIA in their series Today in Energy, here... “As of January 1, 2019, U.S.

Category iconCommodity Research

June 27, 2019

WTI spread options update…

Some deep out of the money WTI spread options traded yesterday... A cal 2020 strip of  +$1.50 calls traded 1,000 times (12,000 total)... The trade

Category iconCommodity Research

June 27, 2019

Zero interest rates in the US?…. Bloomberg

Noah Smith, Bloomberg, discusses the real possibility of zero interest rates in the US, here... Debt continues to increase: “Why is this a

Category iconCommodity Research

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