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Jim Colburn

July 12, 2016

OPEC production trends…

OPEC released their excellent monthly report today, here: http://www.opec.org/opec_web/en/publications/338.htm Here is a table of OPEC member oil

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July 11, 2016

Oil Supply/Demand

The WSJ covers a lot of moving parts in the oil supply/demand picture

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July 11, 2016

Negative yield…WSJ

The WSJ has a nice chart which puts the amount of debt trading at negative yields in perspective: The article implies the chart is of developed

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July 9, 2016

Record low 10 year Treasury rates…

From Ritholz (http://ritholtz.com/2016/07/treasurys-headed-1-new-lows-35-year-downtrend/):

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July 8, 2016

Libya… via FuelFix

Here is Matt Smith at FuelFix on Libya's oil mess: "Due to sustained damage of infrastructure and a lack of maintenance, some estimates suggest it

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July 8, 2016

Gasoline stocks still ample…

Yesterday's EIA weekly status report showed gasoline stocks holding up well despite an increase in gasoline demand: From a day's supply perspective

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July 7, 2016

Italian banks… WSJ

The next crisis? "That is nearly 10 times the level in the U.S., where, even at the worst of the 2008-09 financial crisis, it was only 5%. Among

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July 7, 2016

Refinery margins tank… Reuters

Despite good gasoline demand numbers, gasoline stocks are more than adequate: "Inventories have grown despite evidence that U.S. motor travel

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July 6, 2016

US Natural Gas Exports… Platts

From Platts, the second US LNG cargo headed to Europe is set to reach Spain on Juky 22nd... Here is a recap:

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