Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
Andrew Lebow, #1 ranked analyst… Bloomberg
Here is Bloomberg: Bloomberg's Survey: U.S. Crude oil +29,000 bbls Range of estimates -4.28 to +4.70 million bbls, No. 1 ranked analyst Andrew
OPEC’s Monthly Oil Market Report is out…
Here is the OPEC oil production table from secondary sources: And, note the call on OPEC oil is still expected to decline:
Trade wars… NY Times
When Professor Krugman focuses on economic issues, there is no one better (especially on trade)... This is from his column in The NY Times,
Occidental/Anadarko deal summarized… The Economist
The Economist summarizes the deal, here...
2018 profitable for US producers… EIA
I was most interested in the chart showing hedging losses/gains in this excellent piece from the EIA:
Debt levels in selected oil producing countries… WSJ
From the Wall Street Journal’s The Daily Shot, here... Note that debt levels increased after the collapse in oil prices in late 2014...
Why is it so hard to predict the future… The Atlantic
David Epstein, The Atlantic, has an excellent piece recapping the famous Ehrlich/Simon bet and discussing Phillip Tetlock’s research, here.. ”Even
US energy consumption, production, exports reach record highs in 2018… EIA
From Today in Energy, here...