From the EIA’s This Week in Petroleum: ”The number of U.S. air travel passengers has increased in recent weeks, which may be the result of normal
From Irrelevant Investor via The Big Picture, here...
Joe Wallace, Wall Street Journal, discusses oil supply/demand focusing on declining demand in India and increasing supply from Iran, here... “Iran
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
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
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
Julian Lee, Bloomberg, has a nice piece on oil demand suggesting that recent optimistic estimates still don’t take us back to pre-pandemic
Which is it?
The Economist has a nice chart on vaccine rollouts by country...