Noah Smith, Bloomberg, discusses the real possibility of zero interest rates in the US, here... Debt continues to increase: “Why is this a
One winner from tariffs on China…
This is from Real Time Economics, here...
US crude oil exports at all time high… WSJ
The Wall Street Journal’s The Daily Shot has some interesting charts today, here...
Cheapest power… WSJ
Russell Gold, WSJ, has a nice piece on wind, here... I especially liked this chart:
Options update…
Here is a recent implied vol chart for WTI... Recent tension in the Gulf helped get implied vol up to 44% based on the at the money strike of the
Pemex bonds… WSJ
Mexico’s State-owned oil company is about to be downgraded... Here is Matt Wirz, Wall Street Journal: ”The Mexican state-owned energy company is on
Why Iran would attack foreign tankers… CNBC
Natasha Turk, CNBC, has a nice piece laying out reasons why, here... Here is point 1, do read the whole thing... 1. Iran ‘has nothing to
Andy Lebow talks to Bloomberg Canada…
Andy covers oil market fundamentals like no one else can,
The Strait of Hormuz is the world’s most important oil transit checkpoint… EIA
The EIA’s excellent and timely piece in “Today in Energy” reminds us why an escalation of tension in the region is so important to oil prices: