The EIA’s Short Term Energy Outlook, here, was released today... Here are some interesting words and charts: ”Increases in both crude oil prices
GDP growth to die for… The Economist
From The Economist: ”Guyana is to hold elections on March 2nd. The government lost a vote of confidence last December. Next year Guyana is expected
Peaking CTA Assets Under Management?… BarclayHedge
This chart shows assets under management for commodity trading advisors by end of year, 2019 is through end of June... Data is from BarclayHedge…
Hedge funds reduce net length… Kemp
John Kemp, Reuters, updates us weekly on hedge fund activity in oil markets, here... ”Hedge funds sold petroleum futures and options for the second
Cryptocurrency update… Bloomberg
Now that Bitcoin has move off the front page, Olga Kharif, Bloomberg, tells us, with caution, that Tether is now the most active
Equinor Starts Production From Giant Field… Bloomberg
Mikael Holter, Bloomberg, on Equinor’s forecasted production: ”Discovered in 2010 in an area that had been disregarded by most explorers, the site
Yesterday’s odd WTI put volume…
Note the unusually low put volume from Friday’s trading... Here is a snapshot from the CME’s Most Active Strike tool below... Is this meaningful? Did
Oil shipping costs surge… WSJ
From Ryan Dezember, Wall Street Journal, here... ”Heightened demand for tankers to make the voyage from the U.S. Gulf Coast, from which most
Permian crude fundamentals… RBN Energy
The always excellent RBN Energy discusses Permian fundamentals, here... ”The Permian’s crude-oil landscape is continually changing — there is