Here a recent entry from the EIA’s excellent Today in Energy series... ”Primary energy consumption in the United States reached a record high of
What spread traders know… The Fed
Spread traders are smarter and/or have better information than the rest of us? I’m not sure I’ll get to read the whole thing, but I’m guessing that
S&P growth/nominal GDP… Lydia Boussour, Oxford Economics via WSJ
Lydia Boussour, Oxford Economics has a nice chart showing S&P revenue versus nominal GDP growth in today’s The Daily Shot (Wall Street Journal),
Chevron/Anadarko… Financial Times
Ed Crooks, Financial Times, quoting Jarand Rystad, here... “Jarand Rystad, the firm’s founder and chief executive, argues that the large companies
Mixed Signals… IEA
The IEA released its monthly Oil Market Report, yesterday... Demand is resilient so far, but risks are to the downside, they say...The summary is
Selected charts from the EIA’s Short Term Energy Outlook…
Released earlier this week, the EIA’s Shot Term Energy Outlook is one of three monthly reports that are widely reported (OPEC and IEA are the
Market signals… WSJ
Here is Amrith Ramkumar's piece on oil prices in which our own Andy Lebow is quoted: "“Sentiment has definitely turned much more positive,” said
Most Active Strikes… CME
We can garner a lot of market information from a snapshot of the CME’s excellent analytical tool, Most Active Strikes... For example, in the pic
Frackers on a treadmill… WSJ
Rebecca Elliott, Wall Street Journal, has a nice piece on the oil production treadmill, here... ”By front-loading the wells to boost early oil