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Jim Colburn

March 15, 2017

The IEA’s Monthly Oil Report is out….

Here are some nuggets from the summary: Increased stock levels, especially in the U.S. are no surprise: "Export volumes are still appearing in

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March 14, 2017

Timing is still key…

Here is Bloomberg writing about Goldman's badly mistimed bullish call: "The bank is sticking to its view that tightening supplies will lead to

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March 14, 2017

Natural Gas Glut… WSJ

Timothy Puko, WSJ, writes: "Natural-gas futures have fallen 23% over the past two months to $3.043. Shares of gas-production companies are among

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March 14, 2017

Crude spreads, Contango/Backwardation… Jeff Kemp, Reuters

Jeff Kemp does a nice job describing backwardation and contango in oil markets here:  http://www.reuters.com/article/oil-opec-kemp-idUSL5N1GR4IB He

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March 10, 2017

Brent price benchmark to add another crude… Today in Energy

From Today in Energy: "The method for assessing the Brent global benchmark crude oil price is scheduled to change in 2018. The Brent price

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March 9, 2017

Oil VIX reacts to lower oil prices…

The CBOE's measure of oil volatility, the VIX, is up: The chart is from Google Finance...

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March 9, 2017

Dueling Nowcasts…

The NY Fed and the Atlanta Fed each publish GDP Nowcasts which try to estimate current quarter GDP using the most recent economic data points... But

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March 9, 2017

This Week in Petroleum… EIA

US oil stocks continue to rise... Here a chart the market is reacting to: Gasoline is declining seasonally, but still at the upper end of the 5

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March 9, 2017

Lebow quoted in FT and Reuters…

Our own Andy Lebow is quoted in the Financial Times: and in Reuters: ""We're seeing some 'GMO trading', or 'Get-Me-Out' type trading," said

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