Blog Archives – AEGIS Hedging Solutions, LLC

April 9, 2021

Rates and the USD Decline on Continued Dovish Fed Views, While Equities Reach New Record Highs

U.S. Treasury yields and interest rate swap levels declined across the yield curve and the U.S. dollar sank this week as Federal Reserve Chairman Jerome Powell said the American economic recovery remains…

Nick Hillman

Love0

Blog Oil & Gas

April 9, 2021

Waha Basis Summer Contracts Best Since 2016

Natural gas prices in the Permian basin have continued to improve as demand markets in Texas and on the West Coast compete for molecules. Waha basis for Summer 2021 moved…

Jay Stevens

Love0

Blog Metals

April 9, 2021

Base Metals Price Dashboard – April 9, 2021

LME markets operated on a short schedule of 4 sessions this week, amid the Easter holiday. We continue to highlight that Copper, Aluminum, Zinc, and Nickel are up an astonishing…

Nick Hillman

Love0

Blog Blog Rates Rates

March 26, 2021

Although Seemingly Quiet, the Past Week Delivered Noteworthy Market News

With a dearth of major economic releases and news, volatility in the interest rate and equities markets calmed somewhat this week, all producing small changes through Friday’s close. The uncertainty of the overhang of $1.9 trillion…

Nick Hillman

Love0

Blog Refined Products

March 26, 2021

A Full Recovery In Jet Fuel Demand May Take A While

Jet fuel is an important refined product for crude oil demand, but it may be years before there is a return to pre-COVID levels. Demand for liquid petroleum products, including…

Jay Stevens

Love0

Blog Metals

March 24, 2021

Reuters: Shutting Down High-Carbon Aluminum in … China?

AEGIS View: Current curtailments or shutdowns are relatively modest but if China continues down the eco path, supply-demand balances could be disrupted. Source article (opens in new tab): Column: Aluminum…

Nick Hillman

Love0

Blog Metals

March 23, 2021

Reuters: Profit Taking In Copper Holds Down Prices; Longer-term Still Bullish

AEGIS View: Since COVID, demand for copper, like many metals, has been rising faster than supply. If this continues, speculator selling is but a blip on the way to higher…

Nick Hillman

Love0

Blog Oil & Gas

March 19, 2021

Two Haynesville Area Pipeline Projects Due in 2021

The Haynesville Shale play that straddles East Texas and Northwest Louisiana will soon welcome new infrastructure projects to transport natural gas to ever-growing demand markets. Two projects are due online…

Jay Stevens

Love0

Blog Oil Oil & Gas

March 19, 2021

Bakken Clearbrook Prices Surge on Supply Disruptions; DAPL Hearing Looms

Since mid-February, Bakken Clearbrook prices have rallied into positive territory versus WTI for the first time since April 2020. Weather-induced supply disruptions have been the main contributor to the positive…

Nick Hillman

Love0

Blog Blog Rates Rates

March 19, 2021

Bond Market is Not Buying What the Fed Keeps Selling

Well, not literally, because that is surely still happening. Rather, this title figuratively refers to the Federal Reserve’s official release, through its Federal Open Market Committee (FOMC) and through the…

Rob Sabo

Love0

1 2 3 … 25 Next