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Archives for February 2018

February 23, 2018

US Exports of Crude Oil Through Feb 16… EIA

US Oil exports were over 2 mbd  during the week ending Feb 16! Here is the link:

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February 22, 2018

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

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February 21, 2018

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

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February 20, 2018

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

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February 20, 2018

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

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February 19, 2018

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

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February 18, 2018

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

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February 17, 2018

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

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February 17, 2018

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

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