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Archives for January 2018

January 31, 2018

Employment Cost Index on the rise… WSJ

The Employment Cost Index was released this morning and was up 0.6 for the quarter and up 2.6 y/y: Here is the

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January 30, 2018

Venezuela’s oil exports to the US are fading fast… Petroleum Economist

Here is Justin Jacobs at the Petroleum Economist: ”Venezuela's crude exports to the US are having their worst month in 30 years as the country's

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January 29, 2018

Hedge Funds Bet Big on Oil… Bloomberg

Record bullish bets by hedge funds, from Bloomberg:  

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January 29, 2018

West Canadian Select vs. WTI… WSJ

Vipal Monga and David George-Cosh of the Wall Street Journal do a nice job explaining regional differences in pricing of two different crude streams,

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January 29, 2018

Chartbook… John Kemp, Reuters

John Kemp, Reuters, has an excellent chart book illustrating the tightening of crude oil stocks... Here is one showing Brent and WTI, month one minus

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January 26, 2018

US Oil production… CarpeDiem

US oil production, from CarpeDiem  : More production data can be found at the EIA’s site, here:

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January 24, 2018

China shifts to gas… WSJ

Sarah McFarlane and Nathaniel Taplin have a nice piece in today’s Wall Street Journal on China’s move out of coal into natural gas: ”China’s smog

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January 23, 2018

Hedge funds still bullish oil… Kemp/Reuters

John Kemp at Reuters has a chart book using data from the CFTC’s Committment of Traders Report and ICE, none more telling than this one: Here

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January 23, 2018

The World Economies Are Growing… WSJ

It doesn't happen often, but economies of 45 countries tracked by the OECD are growing: "From 2012 to 2016 the global economy grew only

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