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
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
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:
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
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...
Atlanta Fed GDPNOW…
Here is the Atlanta Fed’s updated GDP for Q4... +5.6%!
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
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
Digital commerce… WSJ
Here is a look at digital commerce as a per cent of retail sales from the Wall Street Journal...







