From the EIA’s This Week in Petroleum: “As of the first quarter of 2018, oil companies have also increased the production volumes hedged for the
WTI volatility down to 23%…
That is despite major uncertainty over how much oil Iran will actually get to market... Here is Barchart.com: The yellow line is implied vol;
The $20 Billion Question for Guyana… NY Times
Clifford Krauss of the New York Times writes on the coming oil boom in Guyana, here... “In the last three years, ExxonMobil has drilled eight
Trump’s tweets affect soybeans… Business Insider
I thought the soybean market would just reroute supplies with the overall effect being producers recieve a little bit lower price, consumers pay a
Byron Wien… RealClearMarkets
Byron Wien has a nice piece at RealClearMarkets, here... “For most of the post–World War II period the world has forged constructive trade
Natural gas, too… EIA
Natural gas production in the Permian is outstripping takeaway capacity... Here is the EIA’s Today in Energy: ”The natural gas spot price spread
Carbon Dioxide Emissions: Global and US… Timothy Taylor
Timothy Taylor of the Conversable Economist blog has some interesting comments on global/US carbon emissions
LNG Markets/Meg Gentle, CEO Tellirian… Columbia Energy Exchange
Meg talks to Bill Loveless about LNG on the Columbia Energy Exchange
Will China Buy Even More Iranian Oil?… WSJ
Sarah McFarlane and Benoit Faucon, Wall Street Journal, suggest that China may buy more oil from Iran, here... ”Lower demand because of sanctions