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Barani Krishnan

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Barani Krishnan's Comment & Analysis
A complete archive of Barani Krishnan's articles, including current analysis & comment - Page 21

CPI reading due in China on Tuesday, in the US on Thursday China reiterates commitment to COVID-zero approach US CPI could give timeline on Fed rate pivot Weak number could signal recession From the...
Natural Gas: Hang Tight, The Ride Isn’t Over Yet
By Barani Krishnan - Nov 03, 2022
Four straight days of double-digit gyrations on Henry Hub’s front month All eyes on Freeport LNG’s planned reopen US and Europe’s weather models giving muddle outlooks Giddy-up! The...
Aside from today's rate hike, attention on October jobs report If below estimated 191,000, it will build hopes for a Fed pivot on rates If close to or above September’s 263,000, Fed will stay...
Seven straight months of losses and counting: Copper is having its worst bearish streak in 25 years, with no immediate certainty of a rebound as inflation at near four-decade highs, aggressive central...
As OPEC+ aims to carry out production cuts, China announces more COVID curbs Slowing output in U.S. shale patch Permian Basin also limits oil’s downside Fed and BoE expected to announce 75-bps...
Henry Hub’s front-month back at above $6 after 4 weeks below that key level Market trapped between resistance of $6.28 and support of $5.80, charts show US storage likely grew by...
Cocoa prices have pulled away from 3-½ year lows despite recession risk Current $2,290/tonne price compares with March 2018 low of beneath $2,200 Friendly weather, abundant supply and growing...
Heating oil down 11% from the week ended Sept. 30 through Oct. 21 Plunge came as first distillate stockpile build in 4 weeks met warm weather Charts indicate drop to $3.39 and below if next...
China’s flip-flops over COVID lockdowns are an anathema for crude traders Beijing’s September oil import of 9.79 million bpd was down 2% yoy More weakness if WTI holds below $90 and last...
Henry Hub’s front-month trades decisively below $6 vs. late August high of $10 More pain for gas longs as heating demand lower than year-ago bearish levels US utilities likely added a...