Jinjoo Lee has a very good piece in today’s WSJ on oil in storage at the WTI futures delivery point in Cushing, Oklahoma… And, he quotes the always
Natural gas price… Reuters
John Kemp, Reuters, compares world natural gas prices, here…
Refinery economics… Bloomberg
Alex Longley, Rachel Graham and Sherry Su have a nice piece on refinery economics, here… “If you’re a European refinery you’re making hydrogen by
More of the same in WTI options…
A pattern seems to be emerging in the WTI options world as we trade at lofty levels… Call volume is way above put volume, but net open interest
3Q GDP forecasts… Calculated Risk
From the Calculated Risk blog:
Tyler Cowen on an “uh-oh moment for renewable energy”… Bloomberg
My favorite Economist, Tyler Cowen, addresses high energy prices vs. renewables, here… ”The Covid-19 pandemic has led to many unforeseen
WTI options update…
Despite another move up in crude oil prices, put open interest went up way more than calls… This is a pattern we have seen on and off since prices
Podcast: October 2021 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy
IEA oil report summary… Reuters
Noah Browning, Reuters, summarizes today’s release of the IEA Oil Market Report, here… ”A global energy crunch is expected to boost oil demand by