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I found Agritalk the other day. Quality content.

Anyone getting long oats here? Seems cheap.

Any other good sources of info outside Joe Vaclavik? Looking for something I can listen to on drive to office.

NG likely to continue its run Friday when China comes back from holiday.

I think none of you really understand the gravity of the situation for NG. Two thirds of China's power comes from coal; and coal is tight globally. India was lifting Australian coal out of Chinese ports but China is so desperate that they started allowing domestic firms to take delivery of...

https://www.freightwaves.com/news/inside-the-mind-blowing-crazy-insane-ridiculous-tanker-sell-off

The $400k figure was from two months ago and they were almost all booked by KSA to send their own cargoes west. KSA's intent was to price their mideast rivals out of the USGC market and they briefly succeeded. Current rates are $150-170k/d as of Friday. As for gas station retail prices...

Definitely more idle tankers sitting at full draught parked to the east and west. We had a nice rain storm blow through yesterday, but we are generally isolated from tsunamis and storms don't get too terrible.

This is incredibly misleading. 10-15% of the global energy fleet is idle for storage or paying demurrage while they wait offshore to discharge. Floating storage is trading across the liquid tanker market, from VLCCs down to barges on the Rhine. Port delays around the world: China, Singapore...

Dated but good. http://frontrunthedelta.blogspot.com/

Great, thank you. One further, I assume this is a volatility-weighted ratio for margins based on the underlying?

I don't have an IB account anymore.

For anyone in the know: assuming account is well funded, what is the margin requirement to sell 100 equity options naked? How much cash would this lock up initial and maintenance? IE: short 100 SPY Apr19 $280 calls at $4.50?

ZH doesn't seem to understand market making.

You are only considering a small part of the equation for tanker use. In a backward market then location arb flows will dictate freight rates. IE if Saudi lowers differentials mid-summer and Asian gasoline demand is high and physical premiums are elevated then traders/producers/refiners will...

You must be having a laugh.

@drenaud , @Ryan81 , @others : Re: margin trading with IB, the IB website is a bit confusing. Can either of you add some practical knowledge about trading corporate debt with IB? The website says industry standard of 10% initial margin for investment grade debt - does that ring true? For...

Your chart is Dec18/Dec19...Dec17 expired ~45 days ago. Stats won't affect the curve very much 10 months forward.

Well reasoned.

Stop trading.