Here is the John Kemp, Reuters, update on hedge fund activity in Brent (CFTC is still catching up with WTI numbers):
Future of sale boom threatened? WSJ
Christopher M. Matthews, Rebecca Elliott and Bradley Olson, Wall Street Journal, suggest that by drilling wells too close together, oil producers are
Global liquid fuels production to outpace demand… EIA
In the EIA’s Today in Energy, here, a reminder from the Feb Short Term Energy Outlook that global stocks are still expected to rise:
Oil Has Best Start… WSJ
Amrith Ramkumar, Wall Street Journal” says this: ”Oil prices are off to their best-ever start to a year as fears of a supply glut cool, part of a
Hedge fund update… John Kemp
John Kemp, Reuters, keeps us up to date on hedge fund activity in Brent oil markets, here... Note that the CFTC Committment of Traders Report is still
Patience… Lauren Foster interviews Howard Marks
Lauren Foster, CFA Institute, interviews Howard Marks, here... “Marks is co-chair and co-founder of Oaktree Capital Management, an investment firm
Podcast: Talkin’ Oil Markets, Brexit & Metals
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products.
Forecasting US Oil Production… EIA
The EIA’s “This Week In Petroleum” discusses forecasting US oil production, here... “EIA’s STEO forecast for the Permian region experienced many
Selected energy charts… WSJ
The Wall Street Journal’s The Daily Shot has some nice charts on US oil production and exports, here...







