Joe Wallace, WSJ, cites a Citigroup analysis, here... ”Globally, assets under management in commodity funds jumped by the end of July to $570
Super Hybrid: Shell Wind Farm… gtm
John Parnell, gtm, has a nice piece on Shell’s offshore wind farm project, here... ”The wind farm will be paired with a floating solar facility and
Europe’s Big Oil Companies Are Turning Electric… NY Times
Stanley Reed, NY Times, discusses Big Oil’s transformation here... “Late last month, Royal Dutch Shell won a deal to build a vast wind farm off the
Leading indicators… Marker
Jennifer Alsever writes about some quirky potentially new leading indicators, here... “And almost no one is buying men’s suits. Sales fell 74% year
A note on GDP… Calculated Risk
Just a reminder from Calculated Risk on GDP: ”We are seeing forecasts of a 15% to 25%increase in annualized real GDP in Q3 2020. It is important
Heating, cooling degree days, natural gas prices…
Here is a nice chart from the EIA showing the relationship of heating and cooling degree days vs normal and natural gas prices:
EIA’s STEO Highlights…
The EIA released its Short Term Energy Outlook on Tuesday... Here are some highlights: EIA estimates that demand for global petroleum and liquid
The IEA’s Oil Market Report is out… IEA
Here are the highlights:
Delta Airlines, Monroe refinery… NYTimes
It seemed like a good idea at the time... Here is Clifford Krauss and Niraj Chokshi, NY Times: “Monroe, in Trainer, Pa., lost $114 million in the



