Akane Otani and Michael Wursthorn, Wall Street Journal, write about bull markets everywhere, here... ”Rarely have so many assets been up this much
Big Oil, cash flow…. Bloomberg
Laura Hurst and Kevin Crowley, Bloomberg, write about big oil’s improving cash flow, here... “After one of the most difficult years in the oil
Air travel increasing… EIA
From the EIA’s This Week in Petroleum: ”The number of U.S. air travel passengers has increased in recent weeks, which may be the result of normal
Cryptocurrencies… The Big Picture
From Irrelevant Investor via The Big Picture, here...
Asian demand down, Iranian supply up…
Joe Wallace, Wall Street Journal, discusses oil supply/demand focusing on declining demand in India and increasing supply from Iran, here... “Iran
One year ago… Bloomberg
Sharon Cho and Alex Longley, Bloomberg, note the one year anniversary of negative WTI oil prices, here... “A year ago today, the global oil market
Disciplined spending by E&P’s… RBN Energy
The always excellent RBN Energy blog has a piece on past and future capital spending by E&P’s, here... ”Remarkably, that trend of capital
More on Iranian oil…
Cyril Widdershoven, oilprice.com, has a nice piece called “Why Iran’s Return to Oil Markets Isn’t a Major Threat”, here... “It is certainly true
Oil demand… Bloomberg
Julian Lee, Bloomberg, has a nice piece on oil demand suggesting that recent optimistic estimates still don’t take us back to pre-pandemic