Expected to be higher this winter... Here is the EIA: ”EIA’s October STEO includes a supplement for consumption, price, and expenditures of
Aluminum…
From the Wall Street Journal: ”Aluminum prices are hovering around 18-month highs as investors bet strong Chinese buying and improving industrial
US Distillate Inventories… EIA
From the EIA’s Today in Energy: “U.S. distillate fuel oil inventories remained high through summer 2020 because production outpaced demand. The
Some covid charts from the WSJ
FYI, from the Wall Street Journal...
Fama interview… the Market
Worthwhile read from the Market... ”In this in-depth interview with The Market/NZZ, which has been edited and condensed for clarity, Prof. Fama
Long term vol chart…
Long term chart, implied vol, WTI, updated through Friday... First day of trading, November 14th, 1986... An alternative chart title could be "Much
Armenia-Azerbaijan primer… WSJ
Here is the energy part from the Wall Street Journal:
OPEC’s Deteriorating View… Bloomberg
Julian Lee, Bloomberg, has an excellent piece on OPEC’s (and the EIA and IEA) deteriorating view of the oil market here... Note that CRG’s own Andy
A Moving Target… IEA
Here are some highlights from the IEA’s October Oil Market Report: “The trajectory for Covid-19 infections is strongly upwards in many countries