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December 19, 2018

US oil exports… WSJ

Christopher M. Matthews and Erica E. Phillips, Wall Street Journal write about congestion in Houston, here: “U.S. energy exporters are wrangling

Category iconCommodity Research

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December 18, 2018

Podcast: December 2018 Oil Market Analysis

Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group

Category iconPodcast Tag iconeia,  oil,  oil prices,  opec,  podcast

December 18, 2018

Implied vol update, WTI options…

Despite a sharply lower closing price yesterday, options volume was below 100,000 and implied volatility only moved up about a point to 42.2%...  Have

Category iconCommodity Research

December 18, 2018

Supply/Demand, Oil….

Here is this morning’s oil price chart from barchart.com: Christopher Alessi, Wall Street Journal, explains why prices continue to move lowere,

Category iconCommodity Research

December 17, 2018

Gasoline Sales… Advisor Perspectives

Jill Mislinski, at Advisor Perspectives, has an excellent piece, here, called “Gasoline Sales and our Changing Culture” showing a sharp decline in per

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December 16, 2018

CAPE fear (and hope)… The Economist

The Economist’s Buttonwood has a nice chart from Robert Schiller showing cyclically-adjusted price-earnings ratio: “There is a drawback. What

Category iconCommodity Research

December 16, 2018

Schlumberger chief warns on US shale oil… FT

From the Financial Times, here,...

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December 15, 2018

Pricier than gold… NYTimes

Tiffany Hsu, NY Times, has an excellent piece on the rally in palladium price, here...    

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December 15, 2018

Why the Ivy League Clings to a Strategy of Diminishing Returns… NYTimes

James B. Stewart, New York Times, has a nice piece on endowment returns of the Ivy League, here... ”This year the 10-year returns achieved by the

Category iconCommodity Research

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