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News

February 26, 2021

Near-record withdrawals of natural gas… EIA

From the EIA’s Today in Energy: ”Colder-than-normal temperatures across much of the Lower 48 states, especially in Texas, led to increased demand

Category iconCommodity Research

February 24, 2021

Oil curve update… Bloomberg

Elizabeth Low and Alex Longley, Bloomberg, have a nice piece on oil prices, here... “U.S. drillers have restored about 80% of crude output in parts

Category iconCommodity Research

February 23, 2021

Sheik Yamani, dead at age 90… WSJ

Benoit Falcon and Summer Said, Wall Street Journal, writes the obit Saudi Arabia’s most influential oil minister, here... ”Then-Crown Prince

Category iconCommodity Research

February 22, 2021

Kemp updates fund positions in oil, products… Reuters

The excellent John Kemp, Reuters, updates his chart book showing money managers’ net long positions in oil and products, here... These numbers are as

Category iconCommodity Research

February 20, 2021

US Natural Gas Shortage… WSJ

Christopher Matthew’s and Collin Eaton, Wall Street Journal, have a nice piece on natural gas disruptions in Texas, here... ”U.S. natural gas

Category iconCommodity Research

February 19, 2021

Most active strikes… update

Dec22 $100, 98 calls continue to trade actively... Two of the top three open interest strikes are in Dec 2022! From the Merc’s Most Active Option

Category iconCommodity Research

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