From today’s The Daily Shot:
The EIA on WTI options activity…
Again, from the EIA’s Short Term Energy Outlook, here... “Activity in the WTI options market reflects similar trends as the reduction in short
WTI futures composition… EIA
This, from the EIA’s Short Term Energy Outlook, here: “Producers, merchants, refiners, and other physical market participants in the WTI crude oil
Heeding Financial Armageddon Predictions… JPMorgan
JP Morgan, via The Daily Shot, here, put out a chart I interesting:
EIA, propane, hydrocarbons… EIA
The Energy Information Administration has improved its propane and other hydrocarbon gas liquids data... The story is here in Today in
Realized/implied vol relationship… WSJ
Today’s The Daily Shot from the Wall Street Journal includes a chart showing the relationship between implied and actual volatility for 10 year
Key risks for Saudi Aramco IPO… Bloomberg
Nayla Razzouk and Matthew Martin, Bloomberg, have a nice piece laying out some of the risks facing the Saudi Aramco IPO, here...
Oil price/speculative positions… WSJ
The Wall Street Journal’s The Daily Shot has a chart showing the relationship between speculative positions and oil prices, here...
Jason Bordoff/Bobby Tudor talk Permian, shale, peak oil demand, etc…
In this podcast from Columbia Energy Exchange, Jason interviews Bobby Tudor and it is excellent.... Here are the Episode Notes: The U.S. shale







