The EIA’s features US energy consumption by source and sector, here...
Correlations.. CME
Using the CME's excellent cross-asset correlation tool, here, I looked at what is moving with what... Over the past month crude oil correlated
US glut in natural gas goes global… WSJ
Ryan Dezember, Wall Street Journal, has an excellent piece on US gas and international markets, here... ”More shale gas than ever is leaving U.S.
World historical gdp… Carpe Diem
Interesting chart from Carpe Diem, here... a very long term perspective...
WTI options update…
Put volume picked up a bit yesterday compared to calls, but still was light over all... And what seems to happen often, on sharp down days, puts do
Bonds in Neverland… Dr. Ed
Ed Yardeni has a nice piece on bonds, here... I was reminded how hard forecasting is when I read this part: ”During 2018, when the 10-year US
Hess Has Been 2019’s Top Oil and Gas Stock… WSJ
Here is the Wall Street Journal’s Bradley Olsen: “Hess Corp. HES 3.56% has emerged as the best-performing U.S. oil company this year. The reasons
West African oil hits sweet spot… Reuters
“African states like Chad and Cameroon are shaping up to be big winners from new rules to cut sulfur emissions from ships, providing just the right
U.S. oil stockpiles up 1.58M barrels, above estimated 2.5M drop
From BNN Bloomberg: Andrew Lebow, senior partner at Commodity Research Group, discusses the rise in oil inventories in the U.S. He also discusses





