Jim Colburn

Jason Ferguson, RBN, has an excellent piece on natural gas flows in Texas, here...  In it he explains the rapidly changing flows and basis levels of

“Chinese oil demand has dropped by about 3 million barrels a day, or 20% of total consumption, as the coronavirus squeezes the economy, according to

Here is a look at recent crude oil prices with implied and historical vol, from barchart.com: And, the diesel/WTI crack:

Peak energy demand in the US? The chart is from Carpe Diem, here...

Here is a look at Goldman Sach’s Commodity Index (GSCI) from the Wall Street Journal’s The Daily Shot: Of course, we seem to attribute “bad” to

Lots of optionality contained within real assets give the oil majors an advantage as they aggressively trade around these... Javier Blas, Bloomberg

Still increasing productivity after all these years!  Here is the EIA’s “Today in Energy”: ”The average new well in each DPR region produced more

From the EIA’s Today in Energy, here: ”...the U.S. Energy Information Administration (EIA) forecasts that U.S. natural gas exports will exceed