US Oil exports were over 2 mbd during the week ending Feb 16! Here is the link:
Tight oil growth expectations, US… EIA
The EIA projects an increasing share of tight oil production in the US: “EIA’s recently released Annual Energy Outlook 2018 (AEO2018) Reference
The Impact of Oil… Greg Ip, WSJ
The excellent Greg Ip, of the Wall Street Journal, suggests that the impact of oil on the American economy has flipped: ”The effect of oil prices
Peak Oil Demand… BP
Here is the Wall Street Journal reporting on the BP’s current projections for demand for oil and other liquids (peak demand at 2035? what day, what
US ethane consumption, exports to increase… EIA
Here is the EIA’s “Today in Energy”: “Over the next two years, EIA’s Short-Term Energy Outlook (STEO) projects growth in U.S. consumption of ethane
Hedge funds lighten up bullish positions in oil… Kemp
John Kemp, Reuters is the go to guy for organizing data from the CFTC, here... The CFTC data is released Friday afternoons and reports on
Managed futures “crazy ride” so far in 2018… RCM Alternatives
RCM Alternatives has this to say about managed futures returns so far this year: “The last month and a half has been one crazy ride for an asset
Cross-asset correlations…
The CME has a nice analytics tool, here, that shows-cross asset correlations over time... Here is the one month matrix for selected
Guess who was on the wrong side of the VIX?
Here is the Wall Street Journal: ”More recently, some of these investors also made big, unpublicized wagers seeking to benefit from what had been








