Our latest podcast on energy markets recorded yesterday morning, March 7th...
The EIA’s Short Term Energy Outlook Increases US Oil Production Estimate…
Today's release of the EIA's Short Term Energy Outlook upped US oil production estimates for 2017 and 2018: "EIA forecasts U.S. crude oil
The Permian shale boom… The Telegraph
Ambrose Evans-Pritchard from The Telegraph quotes Scot Sheffield, founder of Pioneer Natural Resources: ""The Permian never stopped growing and now
US refined products exports are booming… Bloomberg
Yes, Andy talked about this in our last podcast... Here is Bloomberg: "U.S. companies last year exported a record 3 million barrels a day of
Bullish Commodity Bets… WSJ
Stephanie Yang writes about a renewed investor interest in commodities in the WSJ, which includes the following charts. This one shows returns to the
Fed watching… Tim Duy, Macro Musings..
Tim Duy, economics professor at University of Oregon, discusses Fed watching on an excellent Macro Musings podcast here:
PCE inflation close to Fed’s target…
From the WSJ's Daily Shot, PCE inflation is close to the Fed's target:
Energy sector skews P/E valuations… WSJ
Here is the WSJ: "Howard Silverblatt, senior index analyst at S&P Dow Jones Indices, puts the overall market at 18.1 times this year’s
BP Sets Break-Even Target at $35… WSJ
but is not quite there yet... Here is the WSJ: "The company’s new oil-price break-even goal of $35 to $40 a barrel contrasts with its current