From the IEA's February Oil Market Report, released on February 9th: "If these numbers prove to be accurate, and with the market already awash in
Changing trade routes…
Venezuela is looking to buy 8 million barrels of light crude, maybe from the
IEA’s monthly oil market report is out…
Of the three agencies that issue monthly situation/outlook reports (IEA, EIA and OPEC), the IEA's is the only one that is gated... But they do put out
Volatility Managed Portfolios…
A long time ago, while working at EDF Man (ok a long, long time ago), I had a conversation with a futures fund manger who managed a few billion
Why we love studying markets…
Today the ECB announced an aggressive monetary policy and, after a head fake, the Euro/Dollar strengthened? The chart is from barchart.com...
Missing Barrels… Reuters
This story is going around: "Of the 1 billion barrels reportedly produced but not consumed, roughly 420 million are being stored on land in member
Supply/Demand…
The Wall Street Journal has a nice summary of what's been going on in oil markets
Monthly U.S. Oil Production..
From the EIA, (http://www.eia.gov/todayinenergy/detail.cfm?id=25292):
Still valid questions..
The EIA released its monthly Short Term Energy Outlook earlier today. Two charts may temper bullish sentiment by showing continued stock builds