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Who Squeezed the JKM February 2021 swap ? “The Economics of Commodity Market Manipulation”

Posted on June 24, 2021 by .

The Economics of Commodity Market Manipulation
During February the position of a long arbitrage JKM holder is 7X to 8X times its delivery equivalent cost to Japan. You clearly see that blue line spiked above the pink line. This is how we detect the presence of a manipulation in this benchmark. Continue reading →

Posted in Energy Trade, Flow Shipping & Trading, Renewables Tagged apac, BP, Commodity Trading, energy, Energy Commodities Trading J.P. Morgan, Goldman Sachs trading arm, J.P. Morgan Global Commodities Grp, japan, lng arbitrage, lng economics, LP; EPIC Merchant Energy L.P.; EPIC Merchant Energy NY LP; Franklin Power LLC; Galt Power Inc.; GRG Energy LLC; J Aron and Company; J. P. Morgan Ventures Energy Corpora-tion; KFW Energy Trading, Morgan Stanley Commodities, Natural gas, petrochina Co., platts moc, Renewables, Trafigura, U.S. LNG export terminal Sabine pass, vitol

Traders SITG Part XVII: Engelhart’s Paper Tower

Posted on April 26, 2019 by .

On Rue du Rhone, the trader is described as a “Citadel” trading paper, options on soft-commodities by the monks in the banks and institutions.

how viable really is their business model in terms of strategy, risk management practices Continue reading →

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Energy Trade
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Simon Jacques Advising the Producer, Processor and End-user

Energy Trade
Flow Shipping & Trading
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Investment-Bank Commodity Trading School of Thought
Market Risk
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