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Archives for May 2017

May 22, 2017

Peak Oil Demand… WSJ

The Wall Street Journal does a nice job laying out some major oil companies' thoughts on peak oil demand: I could get snarky and say this won't

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May 19, 2017

Greg Ip, WSJ on full employment trade-offs…

Read the whole, excellent article here, but I mostly like the chart:

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May 19, 2017

OPEC net oil revenues.. EIA

From the EIA's Today in Energy, OPEC's pain in two charts:

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May 19, 2017

US gasoline demand weak but expected to strengthen this summer…Reuters

We discussed the current situation/outlook for the gasoline market in our latest podcast, but here is Reuters: "Gasoline demand in the first two

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May 18, 2017

Oil, product stock levels… This Week in Petroleum

From This Week in Petroleum we see seasonal draws in crude stocks to levels that are are still above the 5-year range: But from a days supply

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May 18, 2017

Oil output in Brazil, Canada still rising… WSJ

From today's Wall Street Journal:   "Rising output from Canada and Brazil, along with smaller gains in the U.K. and Norway, represents

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May 17, 2017

Daniel Yergin writes about production efficiencies.. WSJ

Daniel Yergin (vice chairman of IHS Markit, is author of “The Prize” and “The Quest.”) discusses efficiencies in oil production that have reduced

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May 16, 2017

Rebalancing is here… IEA

The IEA's monthly Oil Market Report is out... Here are some highlights: "It has taken some time for stocks to reflect lower supply when volumes

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May 15, 2017

Global Oil Prices Jump, June OTM Calls still alive…

Oil prices are moving sharply higher... Here is the chart from barchart.com: And from the WSJ, here is why: "In a joint statement Monday,

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