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November 21, 2020

Review of two books on Saudi Arabia… NYTimes

A good line from Kenneth Pollock’s book review of “Blood and Oil” in The New York Times: ”And as F. Gregory Gause, one of the leading Western

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November 20, 2020

Oil storage filling up in Cushing… Bloomberg

Lucia Kassai and Andres Guerra, Bloomberg, point out that oil storage in Cushing, OK is filling up again getting close to levels seen in April when

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November 20, 2020

Natural gas storage… EIA

This chart is from the EIA's Weekly Natural Gas Storage Report, here... And here is a snapshot of natural gas prices from CQG.com:

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November 20, 2020

Lumber prices bounce… WSJ

From Ryan Dezember, WSJ, on the recent rise in lumber prices, here: "Lumber prices are making an unusual late-season climb, thanks to

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November 19, 2020

US stocks, days supply for oil, gasoline, distillates… EIA

Here are some charts from the EIA’s This Week in Petroleum showing stock levels compared to 5 year averages and days supply compared to last year...

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November 18, 2020

Atlanta Fed GDPNOW…

Here is the Atlanta Fed’s updated GDP for Q4... +5.6%!

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November 17, 2020

The widowmaker, updated…

After reading the EIA's assessment of natural gas which is looking for a sharp drawdown in stock levels over the winter (should winter be a more

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November 16, 2020

Soybeans… WSJ

The bullish soybean chart makes sense when you consider a major exporter of soybeans is now importing... Here are Ryan Dezember and Kirk Maltais, Wall

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November 15, 2020

Digital commerce… WSJ

Here is a look at digital commerce as a per cent of retail sales from the Wall Street Journal...

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