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Archives for April 2018

April 25, 2018

Permian Basin is growing… Bloomberg

Yeah, old news, but here is a reminder from Bloomberg: And the article suggests the Permian could grow into the largest oil field in the

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April 25, 2018

ExxonMobil discovers optionality… OPIS

The OPIS blog has a story on Exxon’s transformation into trading to enhance profitability: ”Until recently, it was rare for ExxonMobil to move

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April 25, 2018

10-year Treasury yields.. FRED

Here is a chart from the Fed’s data base showing 10 year yields in perspective updated through Friday (2.88%)... Here is the link:

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April 24, 2018

ADNOC sets up oil trading business to help find new markets… Hydrocarbon Processing

Better late than never... ”H.E. Dr Sultan Ahmed Al Jaber, UAE Minister of State and ADNOC Group CEO, said: “As ADNOC grows and expands its upstream

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April 23, 2018

Bulls on the rampage, bears vanish… Kemp

John Kemp, Reuters, does a great job analyzing hedge fund positions in energy, here... ”Hedge fund managers have never seemed so convinced that oil

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April 23, 2018

Oil falls as Dollar Climbs… WSJ

Causation? Correlation? Here is the WSJ: ”“We are seeing some renewed dollar strength…which is really the main driver,” said Ole Hansen, head of

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April 23, 2018

Pennsylvania’s natural gas production continues to rise… EIA

The EIA’s Today in Energy discusses marketed natural gas production by state here... ”Pennsylvania  marketed natural gas production averaged a

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April 22, 2018

Stephanie Yang and Alison Sider, WSJ, wonder if higher energy prices will slow the economy here... “Yet even with the economy chugging along,

https://www.commodityresearchgroup.com/4368-2/

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April 21, 2018

OPEC, Tweets, Venezuela… Bloomberg

Liam Denning, Bloomberg, has a thoughtful piece here... “

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