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September 26, 2020

US refiners act to bring diesel stocks under control… Kemp/Reuters

John Kemp, Reuters, writes that refiners are changing the mix of output to help balance out gasoline and diesel stocks... And as always, Kemp includes

Category iconCommodity Research

September 22, 2020

Wall Street Commodity Traders…. Bloomberg

Jack Farchy, Bloomberg, writes about how well bank commodity traders are doing, here... “Big banks are on track for their highest commodity-trading

Category iconCommodity Research

September 22, 2020

Cloudy demand outlook for oil…. WSJ

Joe Wallace, Wall Street Journal, does an excellent job explaining the challenge in forecasting oil demand, here... ”Energy analysts are mapping

Category iconCommodity Research

September 21, 2020

Blending cheap jet fuel… Bloomberg

Here are Elizabeth Low and Ann Koh, Bloomberg: ”Straight-run kerosene, usually processed into jet fuel, is now being used to make very low-sulfur

Category iconCommodity Research

September 21, 2020

Oil prices…

From Reuters: ”Oil prices fell on Monday, weakened by the possible return of Libyan production and as rising coronavirus cases stoked worries about

Category iconCommodity Research

September 21, 2020

Options update… CME

I haven’t seen a strike with over 10,000 trading for a while (I may have missed some), but on Friday the Nov $36 put was active with 10,618 trading...

Category iconCommodity Research

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