Jesse Newman, Wall Street Journal, highlights the rally in corn and soybeans, here... ”Now, China’s push to increase pork production and fulfill
Herd immunity by July?… Marginal Revolution
From the excellent Marginal Revolution blog:
Active WTI options…
I was just talking to someone about how rarely we see WTI options trade over 10,000 contracts on one strike... Yesterday, April $40 and $45 puts
Oil demand estimates from the IEA, EIA and OPEC… Bloomberg
Julian Lee, Bloomberg, has an excellent piece today which shows how the three agencies overestimated demand throughout last year... CRG’s Andy Lebow
Less power generation from natural gas expected in 2021… EIA
From the EIA’s Today in Energy: ”In its latest Short-Term Energy Outlook (STEO), released on January 12, the U.S. Energy Information Administration
Contrarian signs?…. Bloomberg
Alex Longley, Bloomberg, has a piece about investors moving into oil to play the reflation trade... But should this make bulls nervous?: “Crude has