Here is an excellent piece from Bloomberg on the spreading of negative power prices... ”With wind and solar farms sprouting up in more areas -- and
Podcast: August 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
Vitol’s Ian Taylor… Financial Times
Interesting throughout...
Cross-Asset Correlation… CME
Despite the often quoted analysts who explain a price change in oil as a reaction to a change in the dollar, the CME’s correlation tool here, shows
WTI options update….
Here are some volume data for WTI options traded in the CME... July18 volume averaged 144,816 contracts per day, down 15.4% from July17... Year to
ERCOTexas surpassed all-time peak load in July… EIA
Here is what happened to the price: The link is here: https://www.eia.gov/todayinenergy/detail.php?id=36775
A bearish case for oil… Ed Morse/Financial Post
Ed Morse, Citigroup, makes a case for lower oil prices in an interview with the Financial Post, here... Here is one takeaway: ”“We’ve seen
Bigger Oil Pipelines Coming… WSJ
Rebecca Elliott from the Wall Street Journal has a nice piece on pipeline construction in Texas, here... Here is just one of many nuggets: “Morgan
Market leaders… The Economist
Here are the top performing stock markets in dollar terms, year to date, taken from The Economist’s “Markets” section, here... Norway, +10.6%;