Here is US oil production through April, from the EIA's monthly numbers: Earlier this week, the EIA released it's monthly Short Term Energy Outlook
Tengiz, Chevron, Capex… Energy Intelligence
Energy Intelligence does an excellent job discussing Chevron's recent and, perhaps, counterintuitive investment decision in Kazakhstan
Selected charts from July’s STEO… EIA
Here are some interesting charts from July's Short Term Energy Outlook, published by the EIA: The commodity cycle is working, or "balance" is
China’s Refiners Flooding Markets With Products… WSJ
From today's Wall Stree Journal: "China’s total exports of refined fuels jumped 38% on-year to 4.2 million tons, or roughly 1.02 million barrels a
Alarm Bells in the Bond Market?… NYTimes
Here is the chart: Here is the warning: "The bond market right now is like a speedometer that is miscalibrated and therefore unreliable. It may be
Natural gas, methane… NYTimes
There is a lot in this article on methane leaks in the production and distribution of natural gas, from the New York Times, here:
OPEC production trends…
OPEC released their excellent monthly report today, here: http://www.opec.org/opec_web/en/publications/338.htm Here is a table of OPEC member oil
Oil Supply/Demand
The WSJ covers a lot of moving parts in the oil supply/demand picture
Negative yield…WSJ
The WSJ has a nice chart which puts the amount of debt trading at negative yields in perspective: The article implies the chart is of developed





