Here is an excellent piece by Julian Lee, Bloomberg, discussing the difficulty for OPEC to balance oil supply... ”The problem for the producers,
Quality matters… IEA
This from the IEA’s Oil Market Report, here... “Long before the US shale revolution took off, Gulf Coast refiners had invested in equipment to
Podcast: February 2019 Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products.
Low gasoline cracks… EIA
The EIA’s excellent This Week In Petroleum, here: “The U.S. Energy Information Administration (EIA) estimates that margins for U.S. Gulf Coast
Commodity returns…
From Jeff Desjardins, Visual Capitalist, here...
The EIA’s Short Term Energy Outlook is out…
I’m not sure why the Energy Information Agency’s monthly energy report, here, doesn’t get the same respect as the IEA and OPEC do, but it is an
Selected charts from OPEC’s Monthly Oil Report…
OPEC’s excellent Monthly Oil Report is out, here... First, note that demand growth is expected +1.24 mbd, down .05 from last
CRG Sr. Partner Andy Lebow Discusses Oil Inventories With BNN Bloomberg
Andrew Lebow, senior partner at Commodity Research Group, talks about the latest oil inventory data.
JOLTS… BLS, Claculated Risk
From Calculated Risk, here: ”Jobs openings increased in December to 7.335 million from 7.166 million in November. The number of job openings








