I try to highlight these stories for learning purposes and I am still shocked when they happen... Here is Reuters: “Mitsubishi Corp (8058.T),
Venezuelan oil production…
Here is the OPEC oil production table from their monthly report... Note that Venezuela is now down to 712,000...
Natural gas, wind fastest growers… EIA
Natural has and wind are forecast to be the fastest growing sources of US electricity generation... Here is The EIA: ”In its latest Short-Term
Podcast: September 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
Updated WTI vol chart…
So far, the high implied vol mark for the year was made on Jan 2:
WTI options fact of the day…
Over the weekend, about 100,000 October calls went in the money... At least 76% of these were likely given up for dead as they expire on Sep 17 (which
Average is over, GDP edition… Marginal Revolution
From Marginal Revolution...
How David Swensen Made Yale Fabulously Rich… Bloomberg
Over the years, I have learned a lot by reading Yale’s annual endowment reports and Swensen’s books... Here is Drake Bennett, Janet Lorin and Michael
Saudi Aramco Drone Attack Latest… Bloomberg
Nayla Razzouk and Javier Blas, Bloomberg, update us on the drone attack, here... “For the global oil market, the 5.7 million barrels a day outage