Energy Cable #62: Biden is selling crude straddles, while something is cooking in China
Last week we took healthy profits in some of our global reflation bets. We got out of silver and copper, but remain in the broad materials ETF.
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Fund Managers Commodity Positioning // Cocoa’s Historic Run Continues…
Fund Manager Positioning In March fund managers added to their energy position but reduced overall commodities like grains, softs and metals on a...
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Energy Cable #61: Commodities are breaking out #2!
Last week we wrote about the price action in commodities and the week ended in some strong gains across the space. Our portfolio remains tilted...
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How Are Gas Operators Navigating the Difficult Gas Environment in 2024?
Operators in gas basins are cutting capital spending due to weak prices, with production levels decreasing and gas storage levels above average,...
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Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
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