Sheila Tobbin, Bloomberg, has an interesting article on oil storage, here… “For the first time since before the pandemic, empty tanks are being
OPEC told to expect limited US oil output growth… Reuters
From Reuters, here… OPEC officials heard from industry experts that U.S. oil output growth will likely remain limited in 2021 despite rising prices,
Risk taking during the pandemic… Bloomberg
“Nearly a year later it's still common to see helmetless-but-masked bikers in New York City. And it's showing up in the data too. After years of
Oil producer hedges… Reuters
Shadia Nasrellah, Reuters, reports on Tullow Oil’s hedging program, here… ”Africa-focused Tullow Oil (TLW.L) said on Wednesday it was increasing
Today in Energy… EIA
The EIA highlights supply/demand balances from the June Short Term Energy Outlook (released last week) which is worth repeating: ”In the June
WTI call options were active…
From the CME, here is the QuikStrike Most Active Strike tool for Monday…. Calls were very active led by July 75 calls with over 25,000 trading… Net
The energy transition…
It’s not easy being the IEA… Here is Cyril Widdershoven, Oilprice.com: “The agency claimed that, based on current global economic growth
Fund activity in oil… Kemp
John Kemp, Reuters, updates his chart book on fund activity in oil markets, here…
Oil Price Hits Pandemic High… WSJ
Amrith Ramkumar and Joe Wallace, Wall Street Journal, quote the excellent Jason Bordoff (who must be listening to Andy Lebow on our podcasts): “I’m