Relative value, HO/RB…. – Commodity Research Group

April 26, 2018 by Jim Colburn Leave a Comment

I like to check in on the “days supply” for distillates and gasoline updated weekly in This Week In Petroleum by the EIA, here… Gasoline looks similar to last year, distillates look a bit tighter… Note the bottom chart (from Barchart.com) which shows the Rbob/diesel futures spread (which is my colleague Andy Lebow’s “widowmaker” trade… every market has a widow or widower maker, think March/April natural gas, short vix, etc..), pretty much showing what we see in the days supply pictures…

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