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Jim Colburn

September 19, 2018

Chart book… The Daily Shot

It’s always worthwhile to take a look at the Wall Street Journal’s “The Daily Shot” here...  And, here are two of many interesting charts: This

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September 18, 2018

OPEC net oil revenues… EIA

The EIA’s Today in Energy has some nice charts showing OPEC revenues here:  

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September 17, 2018

Hedge Fund Performance… Ritholtz

Barry Ritholz, Bloomberg, suggests some reasons why hedge funds have underperformed the S&P, here and here...  His charts tell the tale:

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September 16, 2018

Tale of Two Oil Markets (revisited)… Bloomberg

Here is Jessica Summers, Blooomberg, on the divergence of Brent and WTI oil prices: “Hedge funds’ net-long position -- the difference between bets

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September 14, 2018

India buys less oil from Iran… Reuters

Market participants are trying to figure out how much Iranian oil will be sold after November... Here is Nidhi Verma, Reuters  on Indian

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September 13, 2018

100 million Euro loss in Nordic power market.. FT

Phil Stafford and David Sheppard, Financial Times, write, here: (my bold) “The catalyst for the trading loss was a series of backfiring bets on

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September 12, 2018

Petroleum Supply/Demand Balance.. EIA

Here is the EIA’s take on petroleum supply/demand going forward:

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September 12, 2018

Less crude, more products…

In This Week in Petroleum, the EIA shows a draw in US crude stocks, while gasoline and distillate stocks grow (distillates sharply):

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September 11, 2018

Fund activity in oil… Kemp

John Kemp, Reuters, has this to say about fund activity in oil markets: ”Hedge funds and other money managers raised their combined net long

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