Cyril Widdershoven, oilprice.com, has a nice piece called “Why Iran’s Return to Oil Markets Isn’t a Major Threat”, here... “It is certainly true
Oil demand… Bloomberg
Julian Lee, Bloomberg, has a nice piece on oil demand suggesting that recent optimistic estimates still don’t take us back to pre-pandemic
Dueling headlines… Google
Which is it?
Bhutan?
The Economist has a nice chart on vaccine rollouts by country...
IEA raises demand estimates…
The International Energy Agency released its flagship Oil Market Report for April, raising demand estimates for 2021 by 230,000 b/d... Oil demand
Why is the Bitcoin Curve so Steep? … ZeroHedge
I guess a sign of a maturing market is when an article is written about its forward curve... Here is ZeroHedge on the Bitcoin curve...
Money managers, energy… Reuters
John Kemp, Reuters, updates money manager activity in energy futures, here...
Asset returns quilt… The Big Picture
From The Big Picture, here is a look at what different asset classes have done over the past ten years and year to date:
WTI Vol update…
Front month vol came off sharply on Friday on light volume as trading ranges narrowed... May implied vol settled at 34.7, down 6.6 vol points... Here