John Kemp points out in a Reuters article that hedge funds are betting that markets are rebalancing and moving toward backwardation... These traders
OPEC is cutting… Bloomberg
From Bloomberg: "Oil supplies from OPEC are plunging this month as the group implements production cuts aimed at erasing a global surplus,
Risk vs. return.. Ritholz
From Ritholz, a long term perspective of risk vs. return for various asset classes: http://ritholtz.com/blog/
Some interesting charts on WTI/Brent from the CME….
An article pulled of the CME website here (http://www.cmegroup.com/education/wti-and-the-changing-dynamics-of-global-crude-oil.html) written by
Some Investors Bet on A Reversal…WSJ
The Wall Street Journal suggests that despite a rallying stock market and volatility at extremely low levels, some traders are buying protection
Trump Set to Take Action on Pipelines… WSJ
The Wall Street Journal reports that... "President Donald Trump is set to take action Tuesday to advance the Keystone XL and Dakota Access oil
Oil Output Cuts Proceeding Faster Than Planned…WSJ
Here is Saudi oil minister al-Falih via The Wall Street Journal: "Saudi energy minister Khalid al-Falih said OPECâs 13 nations and 11 producers
Refinery runs… Fuel Fix
Demand for crude oil should soften seasonally in the US as refiners head into maintenance... Matt Smith at Fuel Fix shows current refinery runs in
IEA Monthly Oil Report Summary
The one page summary is here:Â https://www.iea.org/newsroom/news/2017/january/omr-a-six-month-probation.html Here are some highlights: "The