From Ryan Dezember, WSJ, on the recent rise in lumber prices, here: "Lumber prices are making an unusual late-season climb, thanks to
US stocks, days supply for oil, gasoline, distillates… EIA
Here are some charts from the EIA’s This Week in Petroleum showing stock levels compared to 5 year averages and days supply compared to last year...
Atlanta Fed GDPNOW…
Here is the Atlanta Fed’s updated GDP for Q4... +5.6%!
The widowmaker, updated…
After reading the EIA's assessment of natural gas which is looking for a sharp drawdown in stock levels over the winter (should winter be a more
Soybeans… WSJ
The bullish soybean chart makes sense when you consider a major exporter of soybeans is now importing... Here are Ryan Dezember and Kirk Maltais, Wall
Digital commerce… WSJ
Here is a look at digital commerce as a per cent of retail sales from the Wall Street Journal...
Foreign policy, Biden, oil… WSJ
Jinjoo Lee, Wall Street Journal, suggests that oil companies might feel the new administration (not official yet?) first through foreign
Oil Forecasters Gloom Eclipsed by Vaccine… WSJ
Jinjoo Lee, Wall Street Journal, has an excellent piece explaining recent developments in oil markets... ”Pessimistic forecasts and news of rising
Supply/Demand balances for petroleum…
Here are two looks at supply/demand balances for petroleum.. The first is from the EIA’s Short Term Energy Outlook, here... The second is from a






