Another excellent podcast from the Columbia Energy Exchange here... “U.S. oil production from shale will reach nearly 7 million barrels a day in
Big Oil Firms Holding Back on Drilling… WSJ
Bradley Olson and Sarah Kent, WSJ, write that oil companies are holding back on drilling despite higher oil prices, here ... ”The wary response
Commodities and geopolitics… The Economist
The Economist has a nice article summarizing the effect of comments and actions from Washington on commodity prices here ... ”Some oil bulls say Mr
Josh Angrist, econometrics, online course… Marginal Revolution
I’m looking forward to this: https://marginalrevolution.com/marginalrevolution/2018/04/josh-angrist-joins-mru.html
‘Mexico First’, US Oil, Natural gas… NY Times…
Clifford Krauss does an excellent job explaining energy policies of Mexico’s leading candidate for president and implications for the US here... Fatih
Relative value, HO/RB….
I like to check in on the "days supply" for distillates and gasoline updated weekly in This Week In Petroleum by the EIA, here... Gasoline looks
The new Chinese futures contract is showing some life…
The EIA's This Week in Petroleum compares the new Chinese oil futures contract to the older WTI, Brent and Oman contracts here... "After one month
WTI/Brent spread options were active yesterday…
WTI/Brent cso's were very active yesterday especially in June puts... Note the decline in open interest, which indicates traders liquidating
Permian Basin is growing… Bloomberg
Yeah, old news, but here is a reminder from Bloomberg: And the article suggests the Permian could grow into the largest oil field in the