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Archives for December 2018

December 31, 2018

What would Warren do?… The Reformed Broker

Joshua M. Brown discusses what Warren Buffet might be thinking, here... ”It is unlikely that Warren Buffett is lashing out at people on Twitter,

Category iconCommodity Research

December 31, 2018

Unintended consequences of the Jones Act… New Boston Post

The NewBostonPost has a nice piece on the difficulty of moving LNG into Boston and New England due to Jones Act restrictions, here... ”Even though

Category iconCommodity Research

December 28, 2018

Wall Street sees a recovery for oil prices in 2019… CNBC

Tom DiChristopher, CNBC, does a nice job summarizing analysts’ views on oil prices for 2029, here... ”The upshot is Wall Street expects a moderate

Category iconCommodity Research

December 28, 2018

US petroleum stocks… EIA

Here is a look at oil and products stocks levels from today’s EIA release, here...

Category iconCommodity Research

December 27, 2018

Free natural gas… WSJ

Rebecca Elliott, Wall Street Journal, has a nice piece today on natural gas prices in the Permian, here... “Shale drillers in the Permian Basin are

Category iconCommodity Research

December 24, 2018

How Does Your State Make Electricity? NY Times

Nadja Popovich, NY Times, put together an excellent pictorial on the fuel mix by state, here...

Category iconCommodity Research

December 23, 2018

More OPEC cuts?… Bloomberg

Mohammed Sergie  at Bloomberg writes that OPEC hints that greater cuts could be considered, here... “OPEC cuts may end up being deeper than agreed

Category iconCommodity Research

December 23, 2018

Refinery economics… WSJ

Stephanie Yang, Wall Street Journal, has a nice piece on refinery economics, here... “Unusually, the low prices aren’t deterring U.S. refiners from

Category iconCommodity Research

December 22, 2018

Moda loads first supertanker at Port of Corpus Christi… Houston Chronicle

The story is here... “Moda Midstream has started loading its first supertanker at the Houston company's Port of Corpus Christi export terminal. A

Category iconCommodity Research

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