This, from the EIA’s Short Term Energy Outlook, here: “Producers, merchants, refiners, and other physical market participants in the WTI crude oil
Heeding Financial Armageddon Predictions… JPMorgan
JP Morgan, via The Daily Shot, here, put out a chart I interesting:
EIA, propane, hydrocarbons… EIA
The Energy Information Administration has improved its propane and other hydrocarbon gas liquids data... The story is here in Today in
Realized/implied vol relationship… WSJ
Today’s The Daily Shot from the Wall Street Journal includes a chart showing the relationship between implied and actual volatility for 10 year
Key risks for Saudi Aramco IPO… Bloomberg
Nayla Razzouk and Matthew Martin, Bloomberg, have a nice piece laying out some of the risks facing the Saudi Aramco IPO, here...
Oil price/speculative positions… WSJ
The Wall Street Journal’s The Daily Shot has a chart showing the relationship between speculative positions and oil prices, here...
Jason Bordoff/Bobby Tudor talk Permian, shale, peak oil demand, etc…
In this podcast from Columbia Energy Exchange, Jason interviews Bobby Tudor and it is excellent.... Here are the Episode Notes: The U.S. shale
U.S. petroleum trade balance… WSJ
From today’s Wall Street Journal, here:
Flood of oil is coming… NY Times
Clifford Krause begins his excellent article in today’s NY Times with this: “A surge of oil production is coming, whether the world needs it or not.”