Energy Cable: Bullish Oil, Bearish Nat Gas, and Especially Metals! Here’s Why!
We start with crude oil, where positions in crude oil futures have returned to Covid-19 pandemic levels, which we believe is overly bearish. The...
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Fund Managers Reduce Commodities Again
Fund managers recently reduced their broad commodity position as well as energy position, compared to last month, according to the latest BofA survey.
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Be Careful Precious Metals Bulls & Tailrisk Secular Inflation
Be Careful Precious Metals Bulls Another friendly reminder that positioning in copper remains super speculative bullish - aka, there is much room...
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Nat Gas Prices to Fire Up on Rising Demand, Weak Production, and Shaky Geopolitics
OPEC stocks to demand growth forecast, EIA goes bullish but IEA lowers projections. Aviation and petchem drive near-term oil demand. US crude...
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Energy Cable: The oil market is OVERLY pessimistic by now..
Alignment in OPEC is crumbling but the short-term risk-reward is STRONG, Riyadh Accord coming to the rescue? Natural Gas markets remain...
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