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June 29, 2020

Hedge Funds Are Covering Shorts… Bloomberg

Here are some nice charts from Bloomberg showing hedge fund activity...  Keep in mind the CFTC report is released on Fridays with data as of end of

Category iconCommodity Research

June 29, 2020

Two energy charts… WSJ

Again, from The Daily Shot... Note that floating storage is declining, but still huge...

Category iconCommodity Research

June 29, 2020

Shale firms’ solvency… WSJ

From the Wall Street Journal’s The Daily Shot:

Category iconCommodity Research

June 27, 2020

Norway is pumping… Bloomberg

Helen Robertson and Sherry Su, Bloomberg, write about Norway producing more after pledging to cut: “As OPEC and its allies make their deepest cuts

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June 25, 2020

How does this happen?

Doesn’t this happen way too often?  From Instutional Investors, “How To Lose a Billion Dollars Without Really Trying”, here: ”Banks were paying to

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June 25, 2020

US petroleum stocks remain elevated… EIA

From the EIA’s This Week in Petroleum:

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