When Professor Krugman focuses on economic issues, there is no one better (especially on trade)... This is from his column in The NY Times,
Occidental/Anadarko deal summarized… The Economist
The Economist summarizes the deal, here...
2018 profitable for US producers… EIA
I was most interested in the chart showing hedging losses/gains in this excellent piece from the EIA:
Debt levels in selected oil producing countries… WSJ
From the Wall Street Journal’s The Daily Shot, here... Note that debt levels increased after the collapse in oil prices in late 2014...
Why is it so hard to predict the future… The Atlantic
David Epstein, The Atlantic, has an excellent piece recapping the famous Ehrlich/Simon bet and discussing Phillip Tetlock’s research, here.. ”Even
US energy consumption, production, exports reach record highs in 2018… EIA
From Today in Energy, here...
A balanced oil market…
Here is the EIA’s supply/demand outlook through 2020 in a picture...
Fund activity in gasoline and diesel….
Money managers’ positions in gasoline and diesel have diverged... The first two charts are from John Kemp, Reuters, here... The last on is from the
Midland/West Texas Sour… EIA
The EIA suggests there was a spec issue, here... ”Light, sweet crude oil prices in the Midland hub, the area where crude oil produced from the