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Category Archives: Commodities
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Forward Curve Fractured Fairy Tales, Including the Legend of Saint John Maynard. Jul 4, 2026
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It’s the Elasticity, Stupid Jun 8, 2026
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Cutting Off the Cat’s Paw Dec 1, 2025
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Gunvor Meets the Godfather? Nov 15, 2025
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Well That De-Escalated Quickly: The Conception and Early Term Abortion of the Gunvor-Lukoil Deal Nov 12, 2025
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Going Vertical Oct 11, 2025
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Bucket Shops Redux: If You Can’t Beat ‘Em, Join ‘Em Oct 2, 2025
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Taking Trump Literally on Ukrainian Resources is Seriously Stupid Feb 21, 2025
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Coo Coo for Cocoa Jan 13, 2025
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Dissatisfied With Financial Regulation?: Go to the Roots of the Problem, And Fragmentation Ain’t It Dec 2, 2024
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The CME FCM: Likely Much Ado About Nothing Nov 13, 2024
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Why Are Oil Traders Investing Their Cash Flow Gusher Into Refineries? Aug 1, 2024
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Gosplan Girl Isabella Weber Wants to Fix Commodity Markets. Be Very Afraid. Jun 29, 2024
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What, Me Worry? Certainly Not About a Physical Copper ETF Jun 15, 2024
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A Fascinating Flashback to the Halcyon Days of Floor Trading In Chicago May 23, 2024
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To Call Biden Administration Energy Policy “Schizo” Is an Insult. To Schizos. Apr 9, 2024
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Resource Nationalism and Nationalization is the Root of Corruption Apr 1, 2024
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The “Pause” on LNG Permitting: Another Manifestation of “Elite” Hatred of Humanity, and a Monument to Stupidity Jan 27, 2024
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Agency Problems, or, The Progs Lose Control Of Their Bodily Functions in Fear of How the SCOTUS May Rule Jan 1, 2024
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Luddism in the Oil Futures Markets Dec 5, 2023
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Come On Down! And Will the Last Business in Chicago Turn Off the Lights? Thanks. Sep 28, 2023
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Shell Has a Come to Jesus Moment: Will the Politicians? Alas, Probably Not. Sep 3, 2023
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The Hydrogen Economy, or The Hindenberg Economy? Or, Gosplan Goes Gassy Jul 14, 2023
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Stop Me If You’ve Heard This Before: Those Damned Speculators Are Screwing Up the Oil Market! Jun 6, 2023
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Oh No Not This BS Again: The EU Looks to Regulate Commodity Trading Firms Like Banks May 9, 2023
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