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September 25, 2018

Permian pipeline woes about to ease…. The Motley Fool

Mathew DiLalllo, The Motley Fool, writes that help is on the way, here... ”Plains All American is building oil pipelines in the Permian as fast as

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September 25, 2018

Record Brent options volume… Bloomberg

Alex Longley, Bloomberg, reports: ”ICE Brent options was record, at ~274k lots.  Call volumes also reached record at 191k lots, with more than 2

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September 24, 2018

Tumbling currencies, growth rates solid… The Economist

From The Economist: “A person returning from Mars would assume that something horrible had happened in the region, says Chris Wood of CLSA, a

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September 24, 2018

The Mystery of Missing Hedge-Fund Performance… Ritholz

Barry Ritholz, The Big Picture, has a great post on underwhelming  hedge fund performance, here... Here is one of 5 theories he lists (do read the

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September 24, 2018

Brent benchmark set for revamp… Bloomberg

Javier Blas, Dan Murtaugh and Sherry Su, Bloomberg, write here... “S&P Global Platts, the agency that sets the industry standard for the

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September 24, 2018

Tight or well-supplied?… Reuters

Clyde Russell, Reuters, summarizes the OPEC meeting nicely, here... “But the rise in prices doesn’t seem to be an issue for Saudi Arabia, with

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September 24, 2018

Russia overtakes the US in wheat exports… WSJ

When I worked at the USDA in the early 80’s, we tried to figure out how much wheat the USSR needed to import... Here is the WSJ:

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September 21, 2018

East Coast refiners receiving more domestic crude from the Gulf Coast… EIA

From the EIA’s Today in Energy, here... “Since mid-2017, the East Coast has been receiving as much crude oil by tanker and barge from the Gulf

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September 21, 2018

WTI put spreads?

What looked like a large volume put spread traded yesterday in WTI options...  Around 18,000 November 66/65 puts traded yesterday... Note the change

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