In an article about investing in climate change, here, the Wall Street Journal includes a chart showing coal vs. gold prices...
Saudis To Target US With Sharp Oil Exports Cut… Bloomberg
in order to maximize market impact...Javier Blas and Tina Davis report here... “By shifting the focus of Saudi export reductions toward the U.S.,
A Floor Under Prices?… IEA
That’s the title of the IEA’s always excellent summary of their monthly Oil Market Report, here... Note that the IEA shows a draw in stock levels as
Some interesting charts from this month’s Short Term Outlook… EIA
The EIA’s Short Term Energy Outlook for December has some nice charts, here... First is the expected supply/demand balance for 2029: And, here
US monthly oil production… Carpe Diem
From the blog, Carpe Diem, here is a look at monthly oil production:
Break-even prices for shale… WSJ
Bradley Olson and Rebecca Elliott, Wall Street Journal, have a nice piece today discussing break-even prices for US shale oil producers, here...
Hedge funds cut net length again… Reuters
John Kemp, Reuters, shows us the extent of hedge fund selling in a chart, here... The data is released on Friday as of the previous Tuesday...
Pipeline constraints, refinery maintenance, Western Canadian crude… EIA
The EIA’s excellent Today in Energy series covers a timely topic today, here... First the news... ”Alberta Premier Rachel Notley announced Sunday
Hedge fund buys options… WSJ
Here is a hedge that does very well buying options... From the Wall Street Journal, here... "His firm, Element Capital Management, posted a gain of