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Friday, May 9, 2025

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Annual Winter Supply Outlook and Basis Risk Scenario

Past as prologue – what historical trends tell us about the coming winter
Past as prologue – what historical trends tell us about the coming winter Are basis blowout risks elevated or muted this winter? A simple answer would be to look at storage… https://oilandenergyonline.com/articles/all/annual-winter-supply-outlook-and-basis-risk-scenario/

Is Another Basis Blowout Brewing?

Losses in imports and lower production add additional pressure to anemic US inventories
Losses in imports and lower production add additional pressure to anemic US inventories During the 2022-2023 heating season, we saw U.S. distillate supplies fall to critically… https://oilandenergyonline.com/articles/all/another-basis-blowout-brewing/

Basis as the Basis for Smart Hedge Strategies

Knee-jerk reactions to every crisis are bound to lead to buyer’s remorse
Knee-jerk reactions to every crisis are bound to lead to buyer’s remorse I’ve become wary of making the last year’s crisis the prime focus for dealing with or predicting next… https://oilandenergyonline.com/articles/all/basis-basis-smart-hedge-strategies/

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