This is from the EIA’s Short Term Energy Outlook released yesterday: “Crude oil production in the Permian region of Texas and New Mexico could be
IEA’s Birol says oil supply a concern… Reuters
International Energy Agency’s Executive Director Fatih Birol is quoted in a Reuters article here... ”The “growth in the United States alone is not
US natural gas production set a record in 2017… EIA
The EIA’s excellent Today in Energy has some nice charts here... Note the rapid growth of LNG exports:
US Gasoline Exports… WSJ
Stephanie Yang, WSJ, has a piece here on high gasoline prices caused in part by strong economic growth worldwide: “That’s a big difference from
Soybean trade routes disrupted… Reuters
Karl Plume, Reuters, does an excellent job explaining what US/China proposed tariffs on soybeans is already doing to trade patterns here... China
Taxing Carbon: Boon for Economy & Climate? … Columbia Energy Exchange
This is a good one: “On a new episode of Columbia Energy Exchange, host Jason Bordoff sits down with Glenn Hubbard, the Dean of Columbia Business
Insurance linked securities… Institutional Investor
Via The Big Picture, Instutional Investor has a very nice article on insurance linked securities here... “But ILS funds faced a major test last
Oil rig count… Princeton Energy Advisors via Calculated Risk
From Princeton Energy Advisors, here is a nice look at rigs vs. WTI Oil price:
Permian differentials widening… RBN
The excellent RBN Energy blog here, discusses the widening Permian oil price differentials due to rapidly growing production bumping into takeaway