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June 16, 2021

Oil producer hedges… Reuters

Shadia Nasrellah, Reuters, reports on Tullow Oil’s hedging program, here… ”Africa-focused Tullow Oil (TLW.L) said on Wednesday it was increasing

Category iconCommodity Research

June 15, 2021

Today in Energy… EIA

The EIA highlights supply/demand balances from the June Short Term Energy Outlook (released last week) which is worth repeating: ”In the June

Category iconCommodity Research

June 15, 2021

WTI call options were active…

From the CME, here is the QuikStrike Most Active Strike tool for Monday….  Calls were very active led by July 75 calls with over 25,000 trading… Net

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June 14, 2021

The energy transition…

It’s not easy being the IEA… Here is Cyril Widdershoven, Oilprice.com: “The agency claimed that, based on current global economic growth

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June 14, 2021

Fund activity in oil… Kemp

John Kemp, Reuters, updates his chart book on fund activity in oil markets, here…

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June 14, 2021

Oil Price Hits Pandemic High… WSJ

Amrith Ramkumar and Joe Wallace, Wall Street Journal, quote the excellent Jason Bordoff (who must be listening to Andy Lebow on our podcasts): “I’m

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June 13, 2021

Japan’s Big Bet on Hydrogen… WSJ

Phaedra Dvorak, Wall Street Journal, has a piece on Japan’s research in hydrogen, here.. ”Japan built the world’s third-largest economy on an

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June 12, 2021

GDP per capita… Marginal Revolution

From the World Bank, via my favorite blog, Marginal Revolution…

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June 11, 2021

IEA Monthly Oil Report Summary…. Reuters

Noah Browning, Reuters, summarizes the report, here… ““OPEC+ needs to open the taps to keep the world oil markets adequately supplied,” the

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