Sharon Cho and Alex Longley, Bloomberg, note the one year anniversary of negative WTI oil prices, here... “A year ago today, the global oil market
Disciplined spending by E&P’s… RBN Energy
The always excellent RBN Energy blog has a piece on past and future capital spending by E&P’s, here... ”Remarkably, that trend of capital
More on Iranian oil…
Cyril Widdershoven, oilprice.com, has a nice piece called “Why Iran’s Return to Oil Markets Isn’t a Major Threat”, here... “It is certainly true
Oil demand… Bloomberg
Julian Lee, Bloomberg, has a nice piece on oil demand suggesting that recent optimistic estimates still don’t take us back to pre-pandemic
Dueling headlines… Google
Which is it?
Bhutan?
The Economist has a nice chart on vaccine rollouts by country...
IEA raises demand estimates…
The International Energy Agency released its flagship Oil Market Report for April, raising demand estimates for 2021 by 230,000 b/d... Oil demand
Why is the Bitcoin Curve so Steep? … ZeroHedge
I guess a sign of a maturing market is when an article is written about its forward curve... Here is ZeroHedge on the Bitcoin curve...
Podcast: April 2021 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group