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Jim Colburn

September 29, 2020

Lebow quote… WSJ

Andy Lebow was quoted in the Wall Street Journal, here... ”It doesn’t look like there’s going to be the type of growth in demand that producers

Category iconCommodity Research

September 29, 2020

The New Geopolitics of Energy… Daniel Yergin

The always excellent Daniel Yergin has a piece in the Wall Street Journal, here... ”Two years ago, the CEO of a Middle Eastern oil company stopped

Category iconCommodity Research

September 28, 2020

Oil demand, again… Bloomberg

Yet another piece on shaky oil demand, this time from Bloomberg’s Elizabeth Low and Alex Longley, here... “The oil market, however, still faces an

Category iconCommodity Research

September 27, 2020

Demand for oil… Bloomberg

Julian Lee, Bloomberg, discusses oil markets in his latest piece, here... I focused in on his charts on IEA and OPEC revisions in demand because Andy

Category iconCommodity Research

September 26, 2020

US refiners act to bring diesel stocks under control… Kemp/Reuters

John Kemp, Reuters, writes that refiners are changing the mix of output to help balance out gasoline and diesel stocks... And as always, Kemp includes

Category iconCommodity Research

September 22, 2020

Wall Street Commodity Traders…. Bloomberg

Jack Farchy, Bloomberg, writes about how well bank commodity traders are doing, here... “Big banks are on track for their highest commodity-trading

Category iconCommodity Research

September 22, 2020

Cloudy demand outlook for oil…. WSJ

Joe Wallace, Wall Street Journal, does an excellent job explaining the challenge in forecasting oil demand, here... ”Energy analysts are mapping

Category iconCommodity Research

September 21, 2020

Blending cheap jet fuel… Bloomberg

Here are Elizabeth Low and Ann Koh, Bloomberg: ”Straight-run kerosene, usually processed into jet fuel, is now being used to make very low-sulfur

Category iconCommodity Research

September 21, 2020

Oil prices…

From Reuters: ”Oil prices fell on Monday, weakened by the possible return of Libyan production and as rising coronavirus cases stoked worries about

Category iconCommodity Research

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