Research Notes · Ticker

BZ=F

Kresmion Research notes about BZ=F. Independent, source-attributed, information-only.

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CommoditiesEnergyPositioning

Brent Trades 13.71 Dollars Over WTI for December.

By September 2027 the Gap Is 6.84

Brent for December delivery costs 13.71 dollars more than WTI for the same month on October 9, and the curve prices about half that gap by September 2027. On September 29 the December against December gap was 8.91. It reached 11.47 on October 1, with Brent December up 6.15 and WTI December up 3.59 over two sessions that spanned the expiry of the Brent November contract. The data do not show whether the expiry affected December prices. After that the gap rose to 12.82 on October 2, eased to 12.12 on October 5 and closed at 13.71 on October 9, with Brent December up 2.41 and WTI December up 0.17 from October 1. The January gap rose from 7.80 to 11.25 and March from 7.15 to 8.85. Benzinga and an analyst quoted by…

13 min readBZ=FCL=FVLOMPC
CommoditiesEnergygeopolitics

Oil Rose About 15 Percent This Week as US-Iran Strikes Turned Deadly.

Speculators Went Into the Surge Near Their Lightest Crude Bet of the Year.

11 min readCL=FBZ=F
MacroPositioning

The Market Prices Today's Fed Decision at 98%.

The Real Event Is Warsh's First Dot Plot.

6 min readTLTBZ=F
MacroCommodities

Producer Inflation Hit 6.5% in May, the Hottest Since 2022.

The Oil Spike Behind It Is Already Reversing.

6 min readBZ=F