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Jim Colburn

March 14, 2018

OPEC’s Monthly Oil Report is out…

You can download it here.. From the summary page, the call on OPEC oil is slightly lower in 2018 due to a large non-OPEC supply increase (which

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March 13, 2018

Venezuela’s rig count… EIA

Not looking good... From the EIA: And here is oil production: “Venezuela’s crude oil production has been on a downward trend for two

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March 13, 2018

Calendar spread options, WTI

In early February, some deep out of the money put buying occurred in the April/May, May/June and June/July (also, the expired March/April)  0, zero,

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March 9, 2018

US oil exports… EIA

The EIA's "This Week in Petroleum" has a nice piece on US petroleum exports here... "Exports grew to 1.1 million barrels per day (b/d) in 2017, or

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March 9, 2018

Our March podcast on Energy Markets…

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March 6, 2018

Global gas market, trading companies… FT

Here is a nice piece by the Financial Times on a growing international gas market:

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March 6, 2018

S&P vs. crude oil volatility… EIA

In today’s release of the Short Term Energy Outlook, the EIA looks at S&P vol compared with crude oil vol with this nifty chart: “The VIX,

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March 6, 2018

US oil exports to Asia are slumping.. Reuters

Clyde Russell, Reuters, does an excellent job explaining US export economics here... ”Vessel-tracking and port data suggest Asian imports of U.S.

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March 5, 2018

China’s demand for commodities… Visual Capitalist

Here is the link:  http://www.visualcapitalist.com/chinas-staggering-demand-commodities/

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