Oil companies are taking back oil they had stored in areas they had rented from the U.S. government... Here is Reuters: ”Since Aug. 1, the
US LNG exports remain low… EIA
Here is the EIA on US LNG exports: ”Global natural gas demand has declined in response to COVID-19 mitigation efforts. High natural gas storage
Soft commodities rally… WSJ
Kirk Maltais, Wall Street Journal, discusses the simultaneous rally in soft commodities, here... ”One key factor behind the unusual simultaneous
Implied vol update…
Mean reversion is working! Except there is no one left to take advantage... Implied vol in WTI options has dropped sharply as futures move mostly
Ritholtz interviews Simon Hallett…
I’m very impressed with recent Ritholtz podcasts, especially the ones talking about the current investing environment... “Bloomberg Opinion
Utility-scale battery storage continues upward trend… EIA
From the EIA’s Today in Petroleum:
US Oil Stocks… EIA
Crude oil stocks decline, distillates continue to rise... from This Week in Petroleum...
The Jones Act… National Review…
The Jones Act distorts energy movements as Mario Loyola, National Review, explains... ”Shipping a barrel of oil from the Gulf Coast to the
Ritholtz interviews Simon Hallett…
Barry Ritholtz does an excellent job interviewing CIO, Simon Hallett, here... ”Bloomberg Opinion columnist Barry Ritholtz speaks with Simon