Mexico’s State-owned oil company is about to be downgraded... Here is Matt Wirz, Wall Street Journal: ”The Mexican state-owned energy company is on
Podcast: Talkin’ Oil Markets with Andy Lebow and Edward Meir June 21, 2019
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Why Iran would attack foreign tankers… CNBC
Natasha Turk, CNBC, has a nice piece laying out reasons why, here... Here is point 1, do read the whole thing... 1. Iran ‘has nothing to
Andy Lebow talks to Bloomberg Canada…
Andy covers oil market fundamentals like no one else can,
The Strait of Hormuz is the world’s most important oil transit checkpoint… EIA
The EIA’s excellent and timely piece in “Today in Energy” reminds us why an escalation of tension in the region is so important to oil prices:
The rate cut the economy doesn’t need… Barron’s
Randall W. Forsyth, Barron’s, nicely summarizes the thinking going into this week’s Fed meeting, here... (Hat tip to The Big Picture, here)... Of
Atlanta GDPNow moves higher off today’s retail sales data…
Here is the Atlanta Fed’s updated GDP estimate for 2Q:
IEA Oil Market Report… Summary
The IEA’s Oil Market Report for June was released this morning... Here are some takeaways from the summary (my bold): “The consequences for oil
The market is almost always wrong… John Cochrane
Here is John Cochrane, The Grumpy Economist, commenting on Torsten Slok’s graph: “Torsten Slok at DB updates this lovely graph on occasion. Here's