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Archives for September 2019

September 8, 2019

The World’s Oil Glut… Bloomberg

is much worse than it looks, argues Julian Lee, here... ”Still, whether you measure them as simple volumes or in terms of cover for future

Category iconCommodity Research

September 8, 2019

Julian Lee on Saudi oil minister removal… Bloomberg

Julian Lee discusses the removal of Saudi oil minister, al-Falih, here... And, he includes a nice chart showing declining oil demand growth estimates

Category iconCommodity Research

September 4, 2019

Ethanol industry reels… WSJ

Jacob Bunge and Kirk Maltais, WSJ, discuss the ethanol industry here... “Demand this year has been hurt in part by regulatory exemptions for U.S.

Category iconCommodity Research

September 3, 2019

Oil veteran Gary Ross… FT

Davis Sheppard, Financial Times, has a nice piece of legendary oil veteran consultant, Gary Ross, here...

Category iconCommodity Research

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