Here is a very good story into the thinking of Saudi Arabia's oil minister
Iranian Minister Gains Influence… WSJ
Gaining influence in a severely weakened organization: "Iran's oil minister has taken on a more powerful role among the world’s biggest energy
The gamed nature of earnings estimates… Bianco
From James Bianco, via Ritholz (http://ritholtz.com/2016/06/historical-look-earnings/): "In a nutshell, analysts often offer more optimistic earnings
Giant Oil Trader Vitol…. Bloomberg
Lots of good stuff in Bloomberg's article about Ian Taylor and Vitol
Oil price forecasts… WSJ
Here is a look at a WSJ survey of investment banks' oil price estimates: Here is the link:
“Teapot” refineries… WSJ
The Wall Street Journal has a nice discussion on "teapot" refineries in China
Economist James Hamilton looks at some oil trends…
Here is the link: http://econbrowser.com/archives/2016/05/trends-in-oil-supply-and-demand Not much new, but I liked this chart, showing a flattening
Production outages…
From the WSJ, http://www.wsj.com/articles/fueling-oils-push-to-50-fear-is-back-1464427980: "About 3.5 million barrels a day worth of production is
Crude oil implied volatility plummets…
Here is the chart: Implied volatility settled at 34.4 yesterday (based on at the money, second nearby month option), down from 79.2 on February