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March 7, 2016

Optionality…

This article, http://www.reuters.com/article/us-oil-trading-lawsuit-insight-idUSKCN0W90EH, from Reuters is about a law suit between BP and NARL

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March 4, 2016

Gasoline Demand Flying in China,US and India. Asia gasoline deficit predicted

An interesting article published by Reuters recently speculated that high demand for gasoline by China and India could place Asia into a region of

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March 4, 2016

Commodity Prices Signal Bottom, FT

Nice, ungated, article from FT:

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March 4, 2016

No Oil Market Rebound, Exxon via Bloomberg

From Exxon's CEO: "“We’re still oversupplying a market that doesn’t need it, doesn’t want it,” Tillerson told analysts at the New York Stock Exchange

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March 4, 2016

Bill Gross, Investment Outlook

Bill Gross, on banking/finance: "Banking/finance seems to be either a screaming sector ready to be bought or a permanently damaged victim of

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March 3, 2016

Budgetary stress, Iraq, EIA

"Despite the record level of production and exports, the Iraqi government has asked international oil companies (IOCs) to reduce spending plans at

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March 2, 2016

Crude by Rail, EIA

In the EIA's This Week in Petroleum: "Crude supplies carried by rail from the Midwest to the East Coast (PADD 2 to PADD 1) continue to be the largest

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March 2, 2016

WTI Implied Volatility…

Here is a chart showing WTI implied volatility including yesterday's settlement: Option volatility has dropped sharply since it reached around 80%

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March 1, 2016

“I Haven’t Been Optimistic in Quite a While”, Greenspan

Here is the interview: http://www.bloomberg.com/news/videos/2016-03-01/greenspan-i-haven-t-been-optimistic-in-quite-a-while S&P closes almost up

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