"U.S. Gulf of Mexico (GOM) crude oil production is estimated to increase to record high levels in 2017, even as oil prices remain low. EIA
Diesel fuel retail price chart…EIA
Here's the link: http://www.eia.gov/todayinenergy/detail.cfm?id=24992. Lowest since 2005....
Where OPEC members stand… Business Insider
Elena Holodny, from Business Week (http://www.businessinsider.com/where-opec-members-stand-after-production-freeze-2016-02), using RBC Capital
Energy as a share of consumer spending…
From Carpe Diem (https://www.aei.org/publication/tuesday-evening-links-6/) and the Bureau of Economic Analysis: consumers are benefiting from lower
The bottom is near, part II…
This story from Bloomberg is extremely
Refiners cut runs… Bloomberg
From Bloomberg: (http://www.bloomberg.com/news/articles/2016-02-11/oil-hits-latest-hurdle-as-u-s-fuel-glut-puts-brakes-on-refining) Here is the
Oil production efficiency… EIA
http://www.eia.gov/todayinenergy/detail.cfm?id=24932 From the EIA: "As falling global oil prices led to significant reductions in rig counts and
Gasoline Cracks Live to Fight Another Day For Now
The EIA reported this week that gasoline stocks had assaulted another record high at 255.7 million barrels. Gasoline inventories have built by almost
Bloomberg describes the 3-way options hedge…
http://www.bloomberg.com/news/articles/2016-02-09/oil-drillers-exposed-in-three-way-hedges-as-crude-dips-below-30 Selling the downside put reduces