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August 22, 2018

10-year T-Notes a crowded trade?

Here is the Wall Street Journal with a chart showing net short positions in 10-year notes: Here is the futures contract:

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August 22, 2018

Jill Mislinski on trends in gasoline consumption….

Jill Mislinski, Advisor Perspectives, does an excellent job analyzing gasoline sales in the US, here...  The first chart shows total gasoline levels

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August 21, 2018

A long term look at crude oil vol…

Here is a long term perspective of WTI implied volatility going way back (through 8/20/18)... At the money vol settled at around 24% yesterday... The

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August 20, 2018

Port district Houston-Galveston became a net exporter of crude in April… EIA

For the first time in record the port district of Houston-Galveston has become a net exporter of crude oil... Here is the link... And here are some

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August 20, 2018

US/China Natural Gas… WSJ

Stephanie Yang and Timothy Puko, Wall Street Journal, have a nice piece on US/China natural gas trade, here... Their charts make excellent background

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August 20, 2018

Carbon taxes vs. “cap and trade”… The Economist

The Economist highlights a study showing that carbon taxes are better at reducing carbon emissions: ”A new IMF working paper by Ian Parry, Victor

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August 18, 2018

Clues of a demand slowdown… Houston Chronicle

Time spreads especially diesel (world economy sensitive), commodity correlations (industrial metals with energy, for example), currency values and

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August 15, 2018

East Coast refiners receiving more domestic crude oil by rail, tanker, and barge… EIA

From This Week In Petroleum: “As the Brent-WTI spread began widening to average $5/b in the first five months of 2018 and $9/b on June 1, East

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August 15, 2018

OPEC’s Monthly Oil Report summary…

From OPEC’s Monthly Oil Market Report (released Monday), here is their look at their expectations for world supply/demand:

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