The price to oil producers in the Permian has collapsed compared to WTI... Here is Alison Sider and Ryan Dezember of the Wall Street Journal: ”In
Krauss, NY Times, on implications of leaving the Iranian nuclear deal…
Clifford Krauss, NY Times, has a nice piece summarizing the President's decision to exit the Iranian nuclear deal here... "A cascade of
Our May “Energy Markets” podcast…
Supply/demand balance… EIA
The EIA’s Short Term Energy Outlook shows global stocks growing by .2 mbd in 2018 and .6 mbd in 2019 after contracting by .5 mbd in 2017:
Sanctions Put Oil Buyers in a Bind… WSJ
Benoit Faucon, Summer Said, and Sarah McFarlane of the Wall Street Journal do an excellent job describing what happens next and providing
The EIA’s Short Term Energy Outlook is out…
Here is one nugget from the summary: “WTI crude oil priced in Midland, Texas, declined sharply compared with Brent in April. Pipeline constraints
WTI options update…
Going into today's trading day and ahead of the President's expected 2 p.m. announcement on the JCPOA, here is a snapshot of options activity in WTI
CO2 emissions… Vox
From Vox, here...
Econometrics, energy markets, interest rates… Beckworth/Hamilton conversation
David Beckworth of Macro Musings talks with Jim Hamilton on econometrics, energy markets and low interest rates here... ”Jim Hamilton is a