Still a good read after all these years... From The Economist, here, “Japan is already the world’s biggest creditor. Its net foreign assets—what
The IEA’s monthly Oil Market Report is out…
From the summary, here: "In this month's OMR, we maintain our growth estimate for 2019 at 1.1 mb/d, even though June data show that demand
World supply/demand balance… EIA
From the EIA’s This Week in Petroleum, here is a look at their expected supply demand balance for rest of 2019 and 2020: From the same report,
Notable forecast changes from the EIA’s STEO…
This is from the U.S. Energy Information Administration’s monthly Short Term Energy Outlook released a little over an hour ago: “EIA forecasts that
Permian Basin natural gas pipeline update… EIA
In the EIA updates Permian Basin natural gas takeaway in Today in Energy, here... Waha prices improved...
The World’s Oil Glut… Bloomberg
is much worse than it looks, argues Julian Lee, here... ”Still, whether you measure them as simple volumes or in terms of cover for future
Julian Lee on Saudi oil minister removal… Bloomberg
Julian Lee discusses the removal of Saudi oil minister, al-Falih, here... And, he includes a nice chart showing declining oil demand growth estimates
Ethanol industry reels… WSJ
Jacob Bunge and Kirk Maltais, WSJ, discuss the ethanol industry here... “Demand this year has been hurt in part by regulatory exemptions for U.S.
Oil veteran Gary Ross… FT
Davis Sheppard, Financial Times, has a nice piece of legendary oil veteran consultant, Gary Ross, here...