Uncategorized

After a seasonally warm winter, US distillate demand is now above 4 mid... Here is the chart from the EIA: And, distillate cracks have improved

Based on recent economic data released, the Atlanta Fed has increased its 2Q GDP estimate up .4 to +2.9%... "Latest forecast: 2.9 percent — May 26,

From DB, via Ritholz http://ritholtz.com/2016/05/big-fed-ecb-divergence/  

in Syria... This is from an excellent WSJ article on Syrians trying to survive by trading goods among warring factions: "In wartime Syria, economic

Low natural gas prices stimulate demand for gas-fired power plants... From the EIA (http://www.eia.gov/todayinenergy/detail.cfm?id=26312): "Growth in

One of the most important fundamental indicators to us are total US stocks excluding the Strategic Petroleum Reserve. US petroleum inventories as the

Oilprice.com (http://oilprice.com/Energy/Energy-General/How-The-US-Dollar-Influences-Oil-Prices.html) has a very nice chart (and article) on the

The blog "A Wealth of Common Sense" looks at rolling 30 year annual returns here: