WebRT @IliaBouchouev: When there is nothing to say about #oil, sell vol: short oil gamma had a spectacular run for over a year, as the worst fears are priced in, but are not realizing … WebRT @IliaBouchouev: The pool of independent #oil hedgers is rapidly shrinking (see collapse in WTI swap dealer shorts). If there are no hedgers left to sell forwards, who will?
BeegJJ on Twitter: "RT @IliaBouchouev: Front $CL spreads flipping …
WebRT @IliaBouchouev: The pool of independent #oil hedgers is rapidly shrinking (see collapse in WTI swap dealer shorts). If there are no hedgers left to sell forwards, who will? Web4 mrt. 2024 · US oil demand was 300,000 barrels per day higher in July than the #EIA STEO forecast. The gasoline demand number looks a little low, but higher than in the weeklies. mcafee and edge browser
José S. Dart on Twitter: "RT @IliaBouchouev: The pool of …
Web3 apr. 2024 · Last week hedge #fund buying was entirely #WTI. Most of quant funds trade Brent, they are covering today but more to come in days/weeks ahead as medium term … Web18 mrt. 2024 · A second interview with Rory Johnston has been released. We discuss the Strategic Petroleum Reserve in some detail, then Rory dives into positioning risk, and its regime dependence. @IliaBouchouev ... Web11 apr. 2024 · A combination of events such as the ongoing supply chain crisis, fertilizer price inflation, oil price increase, the war and the Western sanctions against Russia, have led us to a global commodities supercycle that emcompasses almost all commodities such as oil, gas,electricity, ag, softs, veg oils, metals, precious metals, rare earth metals. mcafee and hawk sports talk