From the EIA’s Today in Energy, here are some charts showing stock levels compared to demand, or days supply for oil and products:
Mexico’s oil hedge… Bloomberg
Nacho Catten and Javier Blas, Bloomberg, have a nice piece on Mexico’s oil hedge here... ”Mexico will cash in its oil price insurance policy this
Distillate inventories… EIA
From the EIA's excellent series, Today in Energy, here... "U.S. demand for distillate has been generally increasing since it reached an annual low
Rhodium prices rally… WSJ
Joe Wallace, Wall Street Journal, has a nice piece on rhodium prices, here... ”A drive to improve air quality has boosted purchases of unreactive
Historical Returns by Asset Class… Visual Capitalist
From Visual Capitalist... Check out the site here for the entire quilt of returns going back to 1985....
GDP Nowcast… Atlanta Fed
The Atlanta Fed updated their 4Q20 GDP Nowcast estimate today to +11.0% up from +5.6% on November 18th... The link is here...
Exxon Lowers Oil Price Outlook… WSJ
Christopher Matthews, Wall Street Journal, writes about Exxon’s price outlook here... “As part of an internal financial-planning process conducted
Dennis Lynch interviewed by Barry Ritholtz
And it’s very good: ...with Dennis Lynch, Head of Counterpoint Global at Morgan Stanley Investment Management, running $130 billion. Several of the
Funds are buying oil futures… Kemp
John Kemp, Reuters, tracks fund activity in oil markets, here...