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Archives for February 2020

February 5, 2020

China energy executives braced for 25% fall in domestic oil demand… FT

Sun Yu, Anjli Raval and David Sheppard, Financial Times, paint a bleak picture on the prospects of oil demand in China, here...  

Category iconCommodity Research

February 4, 2020

Flurry of changes in Texas Gulf gas markets… RBN

Jason Ferguson, RBN, has an excellent piece on natural gas flows in Texas, here...  In it he explains the rapidly changing flows and basis levels of

Category iconCommodity Research

February 3, 2020

Chinese oil demand… Bloomberg

“Chinese oil demand has dropped by about 3 million barrels a day, or 20% of total consumption, as the coronavirus squeezes the economy, according to

Category iconCommodity Research

February 3, 2020

WTI price vs. implied, historical vol, diesel…

Here is a look at recent crude oil prices with implied and historical vol, from barchart.com: And, the diesel/WTI crack:

Category iconCommodity Research

February 1, 2020

Peak oil demand in the US?… Carpe Diem

Peak energy demand in the US? The chart is from Carpe Diem, here...

Category iconCommodity Research

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