Calamitous week brings crude prices more than $10/bbl lower as banking sector panic catches overstretched bullish oil positioning flat-footed and speculative steepener trades bolted en masse.
Understanding the wonky statistical debate about US crude data that’s roiling the oil market
Wild week for markets brings crude ~$3.50/bbl lower on a combination of rates expectations volatility as well as an abrupt bank stock selloff and…
Continental production collapsed in December on weather-related issues but rounded out a year of reasonably strong overall growth, with full-year 2022…
Crude ends week nearly $3/bbl higher on China optimism and the first quasi-bullish round of inventory data so far this year; WSJ report briefly sunk…
Assessing the radically differentiated effects of post-invasion sanctions on Russia’s geographically vast tanker exporting regions
Crude slips its macro leash to finish marginally higher on the week despite a fresh year-to-date high for the US dollar; delayed positioning data…
Markets shifted to a supply deficit in December for the first time since June on the back of strong Asian demand outside of China.
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Commodity Context