Here are some interesting charts from July's Short Term Energy Outlook, published by the EIA: The commodity cycle is working, or "balance" is
China’s Refiners Flooding Markets With Products… WSJ
From today's Wall Stree Journal: "China’s total exports of refined fuels jumped 38% on-year to 4.2 million tons, or roughly 1.02 million barrels a
Alarm Bells in the Bond Market?… NYTimes
Here is the chart: Here is the warning: "The bond market right now is like a speedometer that is miscalibrated and therefore unreliable. It may be
Natural gas, methane… NYTimes
There is a lot in this article on methane leaks in the production and distribution of natural gas, from the New York Times, here:
OPEC production trends…
OPEC released their excellent monthly report today, here: http://www.opec.org/opec_web/en/publications/338.htm Here is a table of OPEC member oil
Oil Supply/Demand
The WSJ covers a lot of moving parts in the oil supply/demand picture
Negative yield…WSJ
The WSJ has a nice chart which puts the amount of debt trading at negative yields in perspective: The article implies the chart is of developed
Record low 10 year Treasury rates…
From Ritholz (http://ritholtz.com/2016/07/treasurys-headed-1-new-lows-35-year-downtrend/):
Libya… via FuelFix
Here is Matt Smith at FuelFix on Libya's oil mess: "Due to sustained damage of infrastructure and a lack of maintenance, some estimates suggest it