Clifford Krauss, NY Times, has a nice piece on Israel as a producer and exporter of natural gas, here... ”Part of the problem is timing. Just as
Palladium outshines gold… WSJ
Joe Wallace, WSJ, has a nice piece on the two metals, here... “A key ingredient in the catalytic converters that reduce pollutants in car
Planned shutdown of Philadelphia refinery… EIA
From,the EIA’s,This Week In Petroleum, here... “On Friday, June 21, the Philadelphia Energy Solutions (PES) 335,000 barrels per day (b/d) refinery
The current economic expansion… WSJ
The Wall Street Journal’s “The Daily Shot” puts the recovery in perspective, here...
OPEC to extend oil supply cut… Reuters
The article quotes Gary Ross: “Saudi Arabia is doing its best to achieve oil prices at $70 per barrel despite what Trump wants. But they haven’t
Blackrock’s Andrew Ang talks to Barry Ritholz…
I thought Barry Ritholz’s interview with Andrew Ang was very good... Here is the link... ”Bloomberg Opinion columnist Barry Ritholtz interviews
Corn acreage… USDA
I don’t follow the Ag markets closely, but all I’ve heard for the past couple of months is how corn plantings are lagging due to extreme weather and
US refinery trends… EIA
US refinery capacity reached record highs at the start of 2019 said the EIA in their series Today in Energy, here... “As of January 1, 2019, U.S.
WTI spread options update…
Some deep out of the money WTI spread options traded yesterday... A cal 2020 strip of +$1.50 calls traded 1,000 times (12,000 total)... The trade





