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
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
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,
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
Our March podcast on Energy Markets…
Global gas market, trading companies… FT
Here is a nice piece by the Financial Times on a growing international gas market:
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,
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.
China’s demand for commodities… Visual Capitalist
Here is the link: http://www.visualcapitalist.com/chinas-staggering-demand-commodities/