Amrith Ramkumar, Wall Street Journal” says this: ”Oil prices are off to their best-ever start to a year as fears of a supply glut cool, part of a
Hedge fund update… John Kemp
John Kemp, Reuters, keeps us up to date on hedge fund activity in Brent oil markets, here... Note that the CFTC Committment of Traders Report is still
Patience… Lauren Foster interviews Howard Marks
Lauren Foster, CFA Institute, interviews Howard Marks, here... “Marks is co-chair and co-founder of Oaktree Capital Management, an investment firm
Forecasting US Oil Production… EIA
The EIA’s “This Week In Petroleum” discusses forecasting US oil production, here... “EIA’s STEO forecast for the Permian region experienced many
Selected energy charts… WSJ
The Wall Street Journal’s The Daily Shot has some nice charts on US oil production and exports, here...
Ethiopia’s Abiy Ahmed… FT
David Pilling and Lionel Barber, Financial Times, interview Abiy Ahmed, Prime Minister of Ethiopia, one of the fastest growing economies in the world,
March/April19 natural gas…
From barchart.com, the 2019 March/April natural gas spread (also known as “the widowmaker”) didn’t disappoint:
Next OPEC Headache is Brazil… Bloomberg
Here are Sabrina Valle and Javier Blas, Bloomberg: “Brazil has disappointed in the past, with output growth coming far below expectations because
Palladium Smashes $1,500… Bloomberg
Ranjeetha Pakiam, Bloomberg, looks at the bull market in palladium, here: ”Palladium surged above $1,500 an ounce to a record, extending a powerful







