It’s not pretty: And, our good friend Bob Yawger is quoted in a Reuters article, here: ““OPEC folks are not doing a good job of convincing
US oil stock levels… EIA
The EIA’s “This Week In Petroleum” shows oil, diesel and gasoline stocks compared to 5 year highs and lows, here...
US oil exports… WSJ
Christopher M. Matthews and Erica E. Phillips, Wall Street Journal write about congestion in Houston, here: “U.S. energy exporters are wrangling
Podcast: December 2018 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Implied vol update, WTI options…
Despite a sharply lower closing price yesterday, options volume was below 100,000 and implied volatility only moved up about a point to 42.2%... Have
Supply/Demand, Oil….
Here is this morning’s oil price chart from barchart.com: Christopher Alessi, Wall Street Journal, explains why prices continue to move lowere,
Gasoline Sales… Advisor Perspectives
Jill Mislinski, at Advisor Perspectives, has an excellent piece, here, called “Gasoline Sales and our Changing Culture” showing a sharp decline in per
CAPE fear (and hope)… The Economist
The Economist’s Buttonwood has a nice chart from Robert Schiller showing cyclically-adjusted price-earnings ratio: “There is a drawback. What
Schlumberger chief warns on US shale oil… FT
From the Financial Times, here,...