John Kemp’s weekly summary of the CFTC Committment of Traders report, here, shows hedge funds adding length... The “as of” date is the 25th, so the
US natural gas exports double… EIA
From the EIA’s “Today in Energy”: “U.S. natural gas exports have increased primarily with the addition of new liquefied natural gas (LNG) export
Talk of $100 oil… WSJ
Amrith Ramkumar, WSJ, discusses the possibility of oil going to $100, here... The best comment of the piece: ”“I don’t think anybody can
Some WTI options notes…
After Friday’s sharp price move to $73.25, we looked at options activity for any clues to what the market might be looking at away from the current
Iranian oil production and exports… Reuters
Sumita Layek, Reuters, discusses oil price projections here... Included in the article is an excellent chart showing Iranian oil production and
Oil fundamentals… Oil Price
Nick Cunningham, Oil Price, has an excellent piece on oil fundamentals as he writes around recent Goldman commentary... Here are some pieces, but more
On ethane… EIA
The EIA’s This Week In Petroleum has an excellent piece on the growing importance of ethane, here... “As a result of growing supply and demand,
Refinery runs down sharply… EIA
The EIA reported U.S. refiner net input of crude dropped by 901,000 bpd... Here is a historical perspective: Here is the link:
Highest summertime electricity prices in western US since 2008… EIA
The EIA’s Today in Energy has a nice piece describing what happened to power prices out West during the summer: “As a result of record-high