Ed Crooks, Financial Times, quoting Jarand Rystad, here... “Jarand Rystad, the firm’s founder and chief executive, argues that the large companies
Podcast: April 2019 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Mixed Signals… IEA
The IEA released its monthly Oil Market Report, yesterday... Demand is resilient so far, but risks are to the downside, they say...The summary is
Selected charts from the EIA’s Short Term Energy Outlook…
Released earlier this week, the EIA’s Shot Term Energy Outlook is one of three monthly reports that are widely reported (OPEC and IEA are the
Market signals… WSJ
Here is Amrith Ramkumar's piece on oil prices in which our own Andy Lebow is quoted: "“Sentiment has definitely turned much more positive,” said
Most Active Strikes… CME
We can garner a lot of market information from a snapshot of the CME’s excellent analytical tool, Most Active Strikes... For example, in the pic
Frackers on a treadmill… WSJ
Rebecca Elliott, Wall Street Journal, has a nice piece on the oil production treadmill, here... ”By front-loading the wells to boost early oil
Hedge fund activity… John Kemp
You can find John Kemp’s excellent update on fund activity in oil markets here... “Hedge fund managers are becoming progressively more bullish on
Oil price/implied volatility… The Daily Shot
Here are a couple of charts showing oil prices and implied volatility for WTI, from the Wall Street Journal’s “The Daily Shot”... Oil