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Jim Colburn

July 12, 2019

US budget deficit… WSJ

I don’t hear the incumbent or any candidates talking about the deficit... This is from Real Time Economics: Despite a growing deficit, here are

Category iconCommodity Research

July 11, 2019

A market in balance… EIA

Here is the EIA's supply/demand/stock build/draw chart taken from This Week in Petroleum, here... Also from the EIA: "EIA expects that the

Category iconCommodity Research

July 11, 2019

Reduced expectations for 2019 global oil demand… EIA

The EIA's excellent Today in Energy focuses on declining estimates of global oil demand for 2019, here... "In its July 2019 edition of the

Category iconCommodity Research

July 10, 2019

Increasingly weak demand… Oilprice.com

Nick Cunningham, Oilprice.com, summarizes yesterday’s real ease of the EIA’s monthly Short Term Energy Outlook: “In its latest Short-Term Energy

Category iconCommodity Research

July 9, 2019

Gamma traps… WSJ

Paul J. Davies attempts to explain gamma’s effect on markets, here... “While that is helpful to investors, the gamma trap is making it harder to

Category iconCommodity Research

July 9, 2019

OPEC’s long-term problems… The Economist

Here is The Economist on looking past the recent OPEC+ deal: ”But opec’s decision to trim output points to further uncertainties within the

Category iconCommodity Research

July 8, 2019

Dry bulk shipping… WSJ

From the Wall Street Journal’s The Daily Shot, here...   And, Jonathan Saul, Maiya Keidan, and Tom Arnold, Reuters write about

Category iconCommodity Research

July 8, 2019

U.S. crude oil production… EIA

From the EIA’s “Today in Energy”, here...  

Category iconCommodity Research

July 8, 2019

Oil chartbook… NY Times

Karl Russell, Denise Lu and Anjali  Singhvi, NY Times, yes The NY Times, put together a nice chart book on oil, here... The piece focuses on the

Category iconCommodity Research

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